RIA
STON

RPG Investment Advisory’s StoneMor Inc. STON Stock Holding History

RPG Investment Advisory’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
2018
Q2 		– Sell
-300
Closed -$2K – 344
2018
Q1 		$2K Hold
300
– – ﹤0.01% 377
2017
Q4 		$2K Hold
300
– – ﹤0.01% 418
2017
Q3 		$2K Hold
300
– – ﹤0.01% 331
2017
Q2 		$3K Buy
+300
New +$2.67K ﹤0.01% 274

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return

RPG Investment Advisory's STON Position: Q2 2018 in Review

RPG Investment Advisory sold out of StoneMor Inc. (STON) in Q2 2018, closing a stake of 300 shares — an estimated $2K sold.

RPG Investment Advisory first reported a position in STON in Q2 2017 and held it in 4 quarters. The position peaked at $3K in Q2 2017. 47 funds tracked by Wall St. Rank hold STON as of Q2 2018.

  • RPG Investment Advisory reported no remaining StoneMor Inc. position as of Q2 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 300 StoneMor Inc. shares in Q2 2018, an estimated $2K.
  • RPG Investment Advisory first reported a position in StoneMor Inc. in Q2 2017 and held it in 4 quarters.
  • RPG Investment Advisory's StoneMor Inc. position peaked at $3K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2018.

Based on RPG Investment Advisory's 13F filing for Q2 2018, filed 6 Aug 2018.