ST
STON

Spot Trading’s StoneMor Inc. STON Stock Holding History

Spot Trading’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
-42,000
Closed -$1.05M – 3292
2016
Q3 		$1.05M Sell
42,000
-42,500
-50% -$1.07M 0.02% 1032
2016
Q2 		$2.12M Buy
84,500
+65,100
+336% +$1.58M 0.04% 654
2016
Q1 		$473K Buy
+19,400
New +$512K 0.01% 1615
2015
Q2 		– Sell
-100
Closed -$3K – 4358
2015
Q1 		$3K Buy
+100
New +$2.78K ﹤0.01% 3718
2013
Q3 		– Sell
-54,900
Closed -$1.38M – 4510
2013
Q2 		$1.38M Buy
+54,900
New +$1.42M 0.01% 1668

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

Spot Trading's STON Position: Q3 2016 in Review

Spot Trading sold out of StoneMor Inc. (STON) in Q3 2016, closing a stake of 18,491 shares — an estimated $465K sold.

Spot Trading first reported a position in STON in Q2 2013 and held it in 3 quarters. The position peaked at $463K in Q2 2016. 83 funds tracked by Wall St. Rank hold STON as of Q3 2016.

  • Spot Trading reported no remaining StoneMor Inc. position as of Q3 2016 after selling out during the quarter.
  • Spot Trading sold 18,491 StoneMor Inc. shares in Q3 2016, an estimated $465K.
  • Spot Trading first reported a position in StoneMor Inc. in Q2 2013 and held it in 3 quarters.
  • Spot Trading's StoneMor Inc. position peaked at $463K in Q2 2016.
  • 83 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2016.

Based on Spot Trading's 13F filing for Q3 2016, filed 31 Oct 2016.