Next Financial Group’s StoneMor Inc. STON Stock Holding History

Next Financial Group’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
2017 Q1	–	Sell	-2,000	Closed	-$18K	–	2374
2016 Q4	$18K	Hold	2,000	–	–	﹤0.01%	1420
2016 Q3	$50K	Buy	+2,000	New	+$50.3K	0.01%	941
2016 Q1	–	Sell	-100	Closed	-$2K	–	1898
2015 Q4	$2K	Sell	100 -125	-56%	-$3.57K	﹤0.01%	1635
2015 Q3	$6K	Sell	225 -500	-69%	-$14.2K	﹤0.01%	1388
2015 Q2	$21K	Hold	725	–	–	0.01%	988
2015 Q1	$20K	Hold	725	–	–	0.01%	1004
2014 Q4	$19K	Sell	725 -1,575	-68%	-$40.8K	0.01%	1005
2014 Q3	$59K	Buy	2,300 +825	+56%	+$20.5K	0.01%	866
2014 Q2	$36K	Buy	+1,475	New	+$35.9K	0.02%	431

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

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

AGC

Alden Global Capital Brandon, Florida $177M AUM 32.31% 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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Next Financial Group's STON Position: Q1 2017 in Review

Next Financial Group sold out of StoneMor Inc. (STON) in Q1 2017, closing a stake of 2,000 shares — an estimated $18K sold.

Next Financial Group first reported a position in STON in Q2 2014 and held it in 9 quarters. The position peaked at $59K in Q3 2014. 68 funds tracked by Wall St. Rank hold STON as of Q1 2017.

Next Financial Group reported no remaining StoneMor Inc. position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 2,000 StoneMor Inc. shares in Q1 2017, an estimated $18K.
Next Financial Group first reported a position in StoneMor Inc. in Q2 2014 and held it in 9 quarters.
Next Financial Group's StoneMor Inc. position peaked at $59K in Q3 2014.
68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.