STALEY CAPITAL ADVISERS’s StoneMor Inc. STON Stock Holding History

STALEY CAPITAL ADVISERS’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
2017 Q4	–	Sell	-25,000	Closed	-$163K	–	169
2017 Q3	$163K	Hold	25,000	–	–	0.01%	159
2017 Q2	$236K	Hold	25,000	–	–	0.02%	147
2017 Q1	$198K	Buy	+25,000	New	+$253K	0.02%	134

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

STALEY CAPITAL ADVISERS's STON Position: Q4 2017 in Review

STALEY CAPITAL ADVISERS sold out of StoneMor Inc. (STON) in Q4 2017, closing a stake of 25,000 shares — an estimated $163K sold.

STALEY CAPITAL ADVISERS first reported a position in STON in Q1 2017 and held it in 3 quarters. The position peaked at $236K in Q2 2017. 56 funds tracked by Wall St. Rank hold STON as of Q4 2017.

STALEY CAPITAL ADVISERS reported no remaining StoneMor Inc. position as of Q4 2017 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 25,000 StoneMor Inc. shares in Q4 2017, an estimated $163K.
STALEY CAPITAL ADVISERS first reported a position in StoneMor Inc. in Q1 2017 and held it in 3 quarters.
STALEY CAPITAL ADVISERS's StoneMor Inc. position peaked at $236K in Q2 2017.
56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2017.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q4 2017, filed 12 Feb 2018.