PFGIA
STON

Patriot Financial Group Insurance Agency’s StoneMor Inc. STON Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q4 		– Sell
-160
Closed – – 1486
2019
Q3 		$0 Buy
+160
New +$245 ﹤0.01% 1508

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's STON Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of StoneMor Inc. (STON) in Q4 2019, closing a stake of 160 shares.

Patriot Financial Group Insurance Agency first reported a position in STON in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 34 funds tracked by Wall St. Rank hold STON as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining StoneMor Inc. position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 160 StoneMor Inc. shares in Q4 2019.
  • Patriot Financial Group Insurance Agency first reported a position in StoneMor Inc. in Q3 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's StoneMor Inc. position peaked at $0 in Q3 2019.
  • 34 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.