SC
STON

Searle & Co’s StoneMor Inc. STON Stock Holding History

Searle & Co’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
-750
Closed -$22K – 276
2015
Q2 		$22K Hold
750
– – 0.02% 231
2015
Q1 		$21K Hold
750
– – 0.02% 236
2014
Q4 		$19K Buy
+750
New +$19.4K 0.02% 266

Other funds holding STON

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

Searle & Co's STON Position: Q3 2015 in Review

Searle & Co sold out of StoneMor Inc. (STON) in Q3 2015, closing a stake of 750 shares — an estimated $22K sold.

Searle & Co first reported a position in STON in Q4 2014 and held it in 3 quarters. The position peaked at $22K in Q2 2015. 85 funds tracked by Wall St. Rank hold STON as of Q3 2015.

  • Searle & Co reported no remaining StoneMor Inc. position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 750 StoneMor Inc. shares in Q3 2015, an estimated $22K.
  • Searle & Co first reported a position in StoneMor Inc. in Q4 2014 and held it in 3 quarters.
  • Searle & Co's StoneMor Inc. position peaked at $22K in Q2 2015.
  • 85 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.