PTC
STON

Private Trust Company’s StoneMor Inc. STON Stock Holding History

Private Trust Company’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
2013
Q3 		– Sell
-2,300
Closed -$58K – 1787
2013
Q2 		$58K Buy
+2,300
New +$59.6K 0.03% 382

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Private Trust Company's STON Position: Q3 2013 in Review

Private Trust Company sold out of StoneMor Inc. (STON) in Q3 2013, closing a stake of 2,300 shares — an estimated $58K sold.

Private Trust Company first reported a position in STON in Q2 2013 and held it in 1 quarter. The position peaked at $58K in Q2 2013. 53 funds tracked by Wall St. Rank hold STON as of Q3 2013.

  • Private Trust Company reported no remaining StoneMor Inc. position as of Q3 2013 after selling out during the quarter.
  • Private Trust Company sold 2,300 StoneMor Inc. shares in Q3 2013, an estimated $58K.
  • Private Trust Company first reported a position in StoneMor Inc. in Q2 2013 and held it in 1 quarter.
  • Private Trust Company's StoneMor Inc. position peaked at $58K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2013.

Based on Private Trust Company's 13F filing for Q3 2013, filed 7 Oct 2013.