TFA
STON

Transamerica Financial Advisors’s StoneMor Inc. STON Stock Holding History

Transamerica Financial 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
Q2 		– Sell
-1,600
Closed -$40K – 727
2016
Q1 		$40K Sell
1,600
-200
-11% -$5.28K ﹤0.01% 395
2015
Q4 		$49K Buy
+1,800
New +$51.3K ﹤0.01% 410

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's STON Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of StoneMor Inc. (STON) in Q2 2016, closing a stake of 1,600 shares — an estimated $40K sold.

Transamerica Financial Advisors first reported a position in STON in Q4 2015 and held it in 2 quarters. The position peaked at $49K in Q4 2015. 81 funds tracked by Wall St. Rank hold STON as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining StoneMor Inc. position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,600 StoneMor Inc. shares in Q2 2016, an estimated $40K.
  • Transamerica Financial Advisors first reported a position in StoneMor Inc. in Q4 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's StoneMor Inc. position peaked at $49K in Q4 2015.
  • 81 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.