UBS’s StoneMor Inc. STON Stock Holding History

UBS’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
2014 Q3	$3.86M	Buy	149,710 +33,930	+29%	+$844K	﹤0.01%	2286
2014 Q2	$2.81M	Buy	115,780 +34,631	+43%	+$843K	﹤0.01%	2546
2014 Q1	$2.04M	Buy	81,149 +21,121	+35%	+$536K	﹤0.01%	2766
2013 Q4	$1.53M	Sell	60,028 -54,293	-47%	-$1.36M	﹤0.01%	3082
2013 Q3	$2.7M	Sell	114,321 -2,952	-3%	-$72.2K	﹤0.01%	2297
2013 Q2	$2.95M	Buy	+117,273	New	+$3.04M	﹤0.01%	2121

Other funds holding STON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TFMS

Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

UBS's STON Position: Q3 2014 in Review

UBS increased its StoneMor Inc. (STON) stake by 29% in Q3 2014, buying an estimated $844K and bringing the position to 149,710 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

UBS first reported a position in STON in Q2 2013 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold STON as of Q3 2014.

UBS held 149,710 shares of StoneMor Inc. worth $3.86M as of Q3 2014.
UBS bought 33,930 StoneMor Inc. shares in Q3 2014, an estimated $844K.
StoneMor Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2286 holding.
UBS first reported a position in StoneMor Inc. in Q2 2013 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.