STA
STON

Summit Trail Advisors’s StoneMor Inc. STON Stock Holding History

Summit Trail 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
2018
Q2 		– Sell
-18,071
Closed -$111K – 704
2018
Q1 		$111K Hold
18,071
– – 0.02% 396
2017
Q4 		$100K Buy
+18,071
New +$121K 0.01% 633

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return

Summit Trail Advisors's STON Position: Q2 2018 in Review

Summit Trail Advisors sold out of StoneMor Inc. (STON) in Q2 2018, closing a stake of 18,071 shares — an estimated $111K sold.

Summit Trail Advisors first reported a position in STON in Q4 2017 and held it in 2 quarters. The position peaked at $111K in Q1 2018. 47 funds tracked by Wall St. Rank hold STON as of Q2 2018.

  • Summit Trail Advisors reported no remaining StoneMor Inc. position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 18,071 StoneMor Inc. shares in Q2 2018, an estimated $111K.
  • Summit Trail Advisors first reported a position in StoneMor Inc. in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's StoneMor Inc. position peaked at $111K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.