Pinnacle Summer Investments’s StoneMor Inc. STON Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$14K	Hold	511	–	–	﹤0.01%	520
2015 Q3	$15K	Hold	511	–	–	﹤0.01%	678
2015 Q2	$15K	Hold	511	–	–	﹤0.01%	483
2015 Q1	$15K	Hold	511	–	–	﹤0.01%	717
2014 Q4	$14K	Hold	511	–	–	﹤0.01%	755
2014 Q3	$13K	Buy	+511	New	+$12.7K	﹤0.01%	783
2014 Q2	–	Sell	-300	Closed	-$7K	–	1038
2014 Q1	$7K	Buy	+300	New	+$7.61K	﹤0.01%	763

Other funds holding STON

Morgan Stanley New York $1.66T AUM 25.57% 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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Pinnacle Summer Investments's STON Position: Q4 2015 in Review

Pinnacle Summer Investments held its StoneMor Inc. (STON) position steady in Q4 2015 at 511 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Pinnacle Summer Investments first reported a position in STON in Q1 2014 and has held it in 7 quarters since. The position peaked at $15K in Q3 2015. 91 funds tracked by Wall St. Rank hold STON as of Q4 2015.

Pinnacle Summer Investments held 511 shares of StoneMor Inc. worth $14K as of Q4 2015.
Pinnacle Summer Investments left its StoneMor Inc. share count unchanged in Q4 2015.
StoneMor Inc. made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #520 holding.
Pinnacle Summer Investments first reported a position in StoneMor Inc. in Q1 2014 and has held it in 7 quarters since.
Pinnacle Summer Investments's StoneMor Inc. position peaked at $15K in Q3 2015.
91 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.