Stifel Financial
STON

Stifel Financial’s StoneMor Inc. STON Stock Holding History

Stifel Financial’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
Q3 		– Sell
-33,165
Closed -$831K – 2539
2016
Q2 		$831K Buy
+33,165
New +$804K ﹤0.01% 1459

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Bank of America
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial's STON Position: Q3 2016 in Review

Stifel Financial sold out of StoneMor Inc. (STON) in Q3 2016, closing a stake of 33,165 shares — an estimated $831K sold.

Stifel Financial first reported a position in STON in Q2 2016 and held it in 1 quarter. The position peaked at $831K in Q2 2016. 83 funds tracked by Wall St. Rank hold STON as of Q3 2016.

  • Stifel Financial reported no remaining StoneMor Inc. position as of Q3 2016 after selling out during the quarter.
  • Stifel Financial sold 33,165 StoneMor Inc. shares in Q3 2016, an estimated $831K.
  • Stifel Financial first reported a position in StoneMor Inc. in Q2 2016 and held it in 1 quarter.
  • Stifel Financial's StoneMor Inc. position peaked at $831K in Q2 2016.
  • 83 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2016.

Based on Stifel Financial's 13F filing for Q3 2016, filed 15 Nov 2016.