MHS
STON

M Holdings Securities’s StoneMor Inc. STON Stock Holding History

M Holdings Securities’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
-8,470
Closed -$212K – 277
2016
Q3 		$212K Hold
8,470
– – 0.1% 235
2016
Q2 		$212K Sell
8,470
-3,969
-32% -$96.2K 0.11% 223
2016
Q1 		$304K Buy
+12,439
New +$328K 0.19% 149

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

M Holdings Securities's STON Position: Q4 2016 in Review

M Holdings Securities sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 8,470 shares — an estimated $212K sold.

M Holdings Securities first reported a position in STON in Q1 2016 and held it in 3 quarters. The position peaked at $304K in Q1 2016. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

  • M Holdings Securities reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
  • M Holdings Securities sold 8,470 StoneMor Inc. shares in Q4 2016, an estimated $212K.
  • M Holdings Securities first reported a position in StoneMor Inc. in Q1 2016 and held it in 3 quarters.
  • M Holdings Securities's StoneMor Inc. position peaked at $304K in Q1 2016.
  • 64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on M Holdings Securities's 13F filing for Q4 2016, filed 28 Feb 2017.