Sigma Planning Corp’s StoneMor Inc. STON Stock Holding History

Sigma Planning Corp’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
2016 Q4	–	Sell	-12,629	Closed	-$316K	–	811
2016 Q3	$316K	Buy	12,629 +1,124	+10%	+$28.3K	0.04%	500
2016 Q2	$288K	Sell	11,505 -4,048	-26%	-$98.1K	0.04%	492
2016 Q1	$380K	Sell	15,553 -185	-1%	-$4.88K	0.05%	378
2015 Q4	$421K	Buy	15,738 +1,411	+10%	+$40.2K	0.06%	361
2015 Q3	$391K	Buy	14,327 +736	+5%	+$20.8K	0.06%	364
2015 Q2	$410K	Buy	13,591 +97	+0.7%	+$2.9K	0.06%	395
2015 Q1	$389K	Buy	13,494 +1,214	+10%	+$33.8K	0.05%	429
2014 Q4	$316K	Buy	+12,280	New	+$318K	0.04%	484

Other funds holding STON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Fondren Management Houston, Texas $16.9M AUM 5.82% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIM

Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Sigma Planning Corp's STON Position: Q4 2016 in Review

Sigma Planning Corp sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 12,629 shares — an estimated $316K sold.

Sigma Planning Corp first reported a position in STON in Q4 2014 and held it in 8 quarters. The position peaked at $421K in Q4 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

Sigma Planning Corp reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
Sigma Planning Corp sold 12,629 StoneMor Inc. shares in Q4 2016, an estimated $316K.
Sigma Planning Corp first reported a position in StoneMor Inc. in Q4 2014 and held it in 8 quarters.
Sigma Planning Corp's StoneMor Inc. position peaked at $421K in Q4 2015.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.