McKinley Capital Management’s StoneMor Inc. STON Stock Holding History

McKinley Capital Management’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	-79,967	Closed	-$2M	–	600
2016 Q3	$2M	Buy	79,967 +52,923	+196%	+$1.33M	0.07%	192
2016 Q2	$677K	Sell	27,044 -1,511	-5%	-$36.6K	0.03%	242
2016 Q1	$697K	Sell	28,555 -354	-1%	-$9.34K	0.03%	227
2015 Q4	$773K	Buy	28,909 +5,312	+23%	+$152K	0.04%	226
2015 Q3	$644K	Buy	23,597 +11,323	+92%	+$320K	0.03%	230
2015 Q2	$370K	Buy	+12,274	New	+$366K	0.02%	285

Other funds holding STON

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

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 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 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

McKinley Capital Management's STON Position: Q4 2016 in Review

McKinley Capital Management sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 79,967 shares — an estimated $2M sold.

McKinley Capital Management first reported a position in STON in Q2 2015 and held it in 6 quarters. The position peaked at $2M in Q3 2016. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

McKinley Capital Management reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
McKinley Capital Management sold 79,967 StoneMor Inc. shares in Q4 2016, an estimated $2M.
McKinley Capital Management first reported a position in StoneMor Inc. in Q2 2015 and held it in 6 quarters.
McKinley Capital Management's StoneMor Inc. position peaked at $2M in Q3 2016.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on McKinley Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.