Texas Yale Capital Corp’s StoneMor Inc. STON Stock Holding History

Texas Yale Capital Corp’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	-45,967	Closed	-$1.15M	–	453
2016 Q3	$1.15M	Hold	45,967	–	–	0.11%	171
2016 Q2	$1.15M	Hold	45,967	–	–	0.11%	167
2016 Q1	$1.12M	Hold	45,967	–	–	0.12%	160
2015 Q4	$1.23M	Hold	45,967	–	–	0.12%	141
2015 Q3	$1.25M	Hold	45,967	–	–	0.12%	148
2015 Q2	$1.39M	Buy	45,967 +417	+0.9%	+$12.4K	0.11%	150
2015 Q1	$1.31M	Buy	45,550 +36,050	+379%	+$1M	0.11%	161
2014 Q4	$245K	Buy	+9,500	New	+$246K	0.02%	420

Other funds holding STON

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

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 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 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

Texas Yale Capital Corp's STON Position: Q4 2016 in Review

Texas Yale Capital Corp sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 45,967 shares — an estimated $1.15M sold.

Texas Yale Capital Corp first reported a position in STON in Q4 2014 and held it in 8 quarters. The position peaked at $1.39M in Q2 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

Texas Yale Capital Corp reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
Texas Yale Capital Corp sold 45,967 StoneMor Inc. shares in Q4 2016, an estimated $1.15M.
Texas Yale Capital Corp first reported a position in StoneMor Inc. in Q4 2014 and held it in 8 quarters.
Texas Yale Capital Corp's StoneMor Inc. position peaked at $1.39M in Q2 2015.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Texas Yale Capital Corp's 13F filing for Q4 2016, filed 13 Feb 2017.