KA
STON

Klingman & Associates’s StoneMor Inc. STON Stock Holding History

Klingman & Associates’s Portfolio STON Stock Details STON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 335
2016
Q3 		$5K Hold
200
– – ﹤0.01% 331
2016
Q2 		$5K Hold
200
– – ﹤0.01% 334
2016
Q1 		$5K Hold
200
– – ﹤0.01% 333
2015
Q4 		$5K Sell
200
-475
-70% -$13.5K ﹤0.01% 337
2015
Q3 		$18K Buy
675
+475
+238% +$13.4K 0.01% 273
2015
Q2 		$6K Hold
200
– – ﹤0.01% 337
2015
Q1 		$6K Sell
200
-350
-64% -$9.73K ﹤0.01% 308
2014
Q4 		$14K Buy
+550
New +$14.2K 0.01% 269

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Klingman & Associates's STON Position: Q4 2016 in Review

Klingman & Associates sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Klingman & Associates first reported a position in STON in Q4 2014 and held it in 8 quarters. The position peaked at $18K in Q3 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

  • Klingman & Associates reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 200 StoneMor Inc. shares in Q4 2016, an estimated $5K.
  • Klingman & Associates first reported a position in StoneMor Inc. in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's StoneMor Inc. position peaked at $18K in Q3 2015.
  • 64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.