SGCA
STON

Steel Grove Capital Advisors’s StoneMor Inc. STON Stock Holding History

Steel Grove Capital Advisors’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
-11,608
Closed -$291K – 257
2016
Q3 		$291K Buy
+11,608
New +$292K 0.07% 146

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 $445B AUM 25.58% 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

Steel Grove Capital Advisors's STON Position: Q4 2016 in Review

Steel Grove Capital Advisors sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 11,608 shares — an estimated $291K sold.

Steel Grove Capital Advisors first reported a position in STON in Q3 2016 and held it in 1 quarter. The position peaked at $291K in Q3 2016. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

  • Steel Grove Capital Advisors reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 11,608 StoneMor Inc. shares in Q4 2016, an estimated $291K.
  • Steel Grove Capital Advisors first reported a position in StoneMor Inc. in Q3 2016 and held it in 1 quarter.
  • Steel Grove Capital Advisors's StoneMor Inc. position peaked at $291K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2016, filed 17 Feb 2017.