Reilly Financial Advisors’s StoneMor Inc. STON Stock Holding History

Reilly Financial 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
2015 Q3	–	Sell	-300	Closed	-$9K	–	1412
2015 Q2	$9K	Buy	+300	New	+$8.96K	﹤0.01%	917
2015 Q1	–	Sell	-1,150	Closed	-$30K	–	1382
2014 Q4	$30K	Hold	1,150	–	–	0.01%	327
2014 Q3	$30K	Hold	1,150	–	–	0.01%	328
2014 Q2	$28K	Hold	1,150	–	–	0.01%	348
2014 Q1	$29K	Hold	1,150	–	–	0.01%	362
2013 Q4	$29K	Hold	1,150	–	–	0.01%	332
2013 Q3	$28K	Hold	1,150	–	–	0.01%	299
2013 Q2	$29K	Buy	+1,150	New	+$29.8K	0.01%	294

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 $1.32B AUM 15.59% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 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

Reilly Financial Advisors's STON Position: Q3 2015 in Review

Reilly Financial Advisors sold out of StoneMor Inc. (STON) in Q3 2015, closing a stake of 300 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in STON in Q2 2013 and held it in 8 quarters. The position peaked at $30K in Q4 2014. 85 funds tracked by Wall St. Rank hold STON as of Q3 2015.

Reilly Financial Advisors reported no remaining StoneMor Inc. position as of Q3 2015 after selling out during the quarter.
Reilly Financial Advisors sold 300 StoneMor Inc. shares in Q3 2015, an estimated $9K.
Reilly Financial Advisors first reported a position in StoneMor Inc. in Q2 2013 and held it in 8 quarters.
Reilly Financial Advisors's StoneMor Inc. position peaked at $30K in Q4 2014.
85 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2015.

Based on Reilly Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.