U
STON

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 		$49K Buy
1,900
+1,500
+375% +$37.3K ﹤0.01% 6860
2014
Q2 		$10K Sell
400
-100
-20% -$2.44K ﹤0.01% 8911
2014
Q1 		$13K Buy
500
+200
+67% +$5.08K ﹤0.01% 8626
2013
Q4 		$8K Buy
+300
New +$7.54K ﹤0.01% 9216

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Deutsche Bank
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
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.