RJFSA
STON

Raymond James Financial Services Advisors’s StoneMor Inc. STON Stock Holding History

Raymond James Financial Services Advisors’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
2020
Q2 		– Sell
-12,628
Closed -$13K – 2928
2020
Q1 		$13K Buy
12,628
+1,500
+13% +$1.74K ﹤0.01% 2382
2019
Q4 		$16K Sell
11,128
-500
-4% -$578 ﹤0.01% 2812
2019
Q3 		$13K Buy
11,628
+64
+0.6% +$98 ﹤0.01% 2769
2019
Q2 		$25K Sell
11,564
-4,546
-28% -$13.5K ﹤0.01% 2777
2019
Q1 		$61K Sell
16,110
-31,050
-66% -$99.7K ﹤0.01% 2691
2018
Q4 		$99K Sell
47,160
-1,827
-4% -$7.42K ﹤0.01% 2401
2018
Q3 		$251K Buy
48,987
+484
+1% +$2.22K ﹤0.01% 2385
2018
Q2 		$292K Sell
48,503
-12,435
-20% -$75.3K ﹤0.01% 2252
2018
Q1 		$378K Sell
60,938
-10,069
-14% -$59.6K ﹤0.01% 1904
2017
Q4 		$466K Sell
71,007
-14,492
-17% -$97.2K ﹤0.01% 1751
2017
Q3 		$557K Sell
85,499
-43,804
-34% -$303K ﹤0.01% 1653
2017
Q2 		$1.22M Buy
129,303
+842
+0.7% +$7.49K 0.01% 1140
2017
Q1 		$1.02M Buy
128,461
+13,754
+12% +$139K 0.01% 1171
2016
Q4 		$1.02M Sell
114,707
-68,121
-37% -$957K 0.01% 1104
2016
Q3 		$4.58M Buy
182,828
+23,644
+15% +$594K 0.04% 474
2016
Q2 		$3.99M Buy
159,184
+36,619
+30% +$888K 0.04% 474
2016
Q1 		$2.99M Buy
122,565
+15,042
+14% +$397K 0.03% 482
2015
Q4 		$2.87M Buy
107,523
+37,515
+54% +$1.07M 0.03% 510
2015
Q3 		$1.91M Buy
70,008
+42,509
+155% +$1.2M 0.03% 539
2015
Q2 		$829K Sell
27,499
-10,166
-27% -$303K 0.06% 370
2015
Q1 		$1.08M Buy
37,665
+661
+2% +$18.4K 0.05% 335
2014
Q4 		$954K Sell
37,004
-573
-2% -$14.8K 0.05% 352
2014
Q3 		$969K Buy
37,577
+137
+0.4% +$3.41K 0.05% 355
2014
Q2 		$907K Buy
37,440
+1,136
+3% +$27.7K 0.05% 342
2014
Q1 		$913K Buy
36,304
+860
+2% +$21.8K 0.05% 351
2013
Q4 		$905K Buy
35,444
+729
+2% +$18.3K 0.06% 337
2013
Q3 		$821K Sell
34,715
-82,592
-70% -$2.02M 0.05% 340
2013
Q2 		$2.95M Buy
+117,307
New +$3.04M 0.09% 278

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Raymond James Financial Services Advisors's STON Position: Q2 2020 in Review

Raymond James Financial Services Advisors sold out of StoneMor Inc. (STON) in Q2 2020, closing a stake of 12,628 shares — an estimated $13K sold.

Raymond James Financial Services Advisors first reported a position in STON in Q2 2013 and held it in 28 quarters. The position peaked at $4.58M in Q3 2016. 40 funds tracked by Wall St. Rank hold STON as of Q2 2020.

  • Raymond James Financial Services Advisors reported no remaining StoneMor Inc. position as of Q2 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 12,628 StoneMor Inc. shares in Q2 2020, an estimated $13K.
  • Raymond James Financial Services Advisors first reported a position in StoneMor Inc. in Q2 2013 and held it in 28 quarters.
  • Raymond James Financial Services Advisors's StoneMor Inc. position peaked at $4.58M in Q3 2016.
  • 40 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.