Northwestern Mutual Wealth Management’s StoneMor Inc. STON Stock Holding History

Northwestern Mutual Wealth 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
2018 Q4	–	Sell	-200	Closed	-$1K	–	2718
2018 Q3	$1K	Buy	+200	New	+$916	﹤0.01%	2423
2017 Q2	–	Sell	-7	Closed	–	–	2202
2017 Q1	$0	Buy	+7	New	+$71	﹤0.01%	2501
2014 Q4	–	Sell	-100	Closed	-$3K	–	1845
2014 Q3	$3K	Buy	+100	New	+$2.49K	﹤0.01%	1151

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Northwestern Mutual Wealth Management's STON Position: Q4 2018 in Review

Northwestern Mutual Wealth Management sold out of StoneMor Inc. (STON) in Q4 2018, closing a stake of 200 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in STON in Q3 2014 and held it in 3 quarters. The position peaked at $3K in Q3 2014. 43 funds tracked by Wall St. Rank hold STON as of Q4 2018.

Northwestern Mutual Wealth Management reported no remaining StoneMor Inc. position as of Q4 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 200 StoneMor Inc. shares in Q4 2018, an estimated $1K.
Northwestern Mutual Wealth Management first reported a position in StoneMor Inc. in Q3 2014 and held it in 3 quarters.
Northwestern Mutual Wealth Management's StoneMor Inc. position peaked at $3K in Q3 2014.
43 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.