SMC
STON

Smith, Moore & Co’s StoneMor Inc. STON Stock Holding History

Smith, Moore & 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
2016
Q4 		– Sell
-9,800
Closed -$245K – 229
2016
Q3 		$245K Sell
9,800
-100
-1% -$2.51K 0.1% 185
2016
Q2 		$248K Buy
9,900
+1,200
+14% +$29.1K 0.1% 176
2016
Q1 		$212K Buy
+8,700
New +$230K 0.09% 177

Other funds holding STON

Morgan Stanley
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
FM
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
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
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

Smith, Moore & Co's STON Position: Q4 2016 in Review

Smith, Moore & Co sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 9,800 shares — an estimated $245K sold.

Smith, Moore & Co first reported a position in STON in Q1 2016 and held it in 3 quarters. The position peaked at $248K in Q2 2016. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

  • Smith, Moore & Co reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
  • Smith, Moore & Co sold 9,800 StoneMor Inc. shares in Q4 2016, an estimated $245K.
  • Smith, Moore & Co first reported a position in StoneMor Inc. in Q1 2016 and held it in 3 quarters.
  • Smith, Moore & Co's StoneMor Inc. position peaked at $248K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Smith, Moore & Co's 13F filing for Q4 2016, filed 2 Feb 2017.