Patten Group’s StoneMor Inc. STON Stock Holding History

Patten 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 Q4	–	Sell	-1,000	Closed	-$7K	–	649
2017 Q3	$7K	Hold	1,000	–	–	﹤0.01%	515
2017 Q2	$7K	Buy	1,000 +800	+400%	+$7.12K	﹤0.01%	536
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	611
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	580
2016 Q3	$4.91K	Sell	200 -100	-33%	-$2.51K	﹤0.01%	530
2016 Q2	$7.51K	Hold	300	–	–	﹤0.01%	477
2016 Q1	$7.32K	Hold	300	–	–	﹤0.01%	497
2015 Q4	$8.02K	Hold	300	–	–	﹤0.01%	506
2015 Q3	$8.18K	Sell	300 -100	-25%	-$2.83K	﹤0.01%	444
2015 Q2	$12.1K	Buy	+400	New	+$11.9K	0.01%	426

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Patten Group's STON Position: Q4 2017 in Review

Patten Group sold out of StoneMor Inc. (STON) in Q4 2017, closing a stake of 1,000 shares — an estimated $7K sold.

Patten Group first reported a position in STON in Q2 2015 and held it in 10 quarters. The position peaked at $12.1K in Q2 2015. 56 funds tracked by Wall St. Rank hold STON as of Q4 2017.

Patten Group reported no remaining StoneMor Inc. position as of Q4 2017 after selling out during the quarter.
Patten Group sold 1,000 StoneMor Inc. shares in Q4 2017, an estimated $7K.
Patten Group first reported a position in StoneMor Inc. in Q2 2015 and held it in 10 quarters.
Patten Group's StoneMor Inc. position peaked at $12.1K in Q2 2015.
56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2017.

Based on Patten Group's 13F filing for Q4 2017, filed 2 Feb 2018.