VSR Financial Services’s StoneMor Inc. STON Stock Holding History

VSR Financial Services’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	$289K	Buy	+11,548	New	+$280K	0.05%	378
2015 Q3	–	Sell	-15,700	Closed	-$473K	–	627
2015 Q2	$473K	Buy	15,700 +3,300	+27%	+$98.5K	0.05%	346
2015 Q1	$357K	Hold	12,400	–	–	0.04%	407
2014 Q4	$320K	Hold	12,400	–	–	0.04%	410
2014 Q3	$320K	Hold	12,400	–	–	0.04%	427
2014 Q2	$300K	Hold	12,400	–	–	0.04%	433
2014 Q1	$312K	Buy	12,400 +150	+1%	+$3.81K	0.04%	433
2013 Q4	$313K	Sell	12,250 -1,000	-8%	-$25.1K	0.05%	411
2013 Q3	$313K	Hold	13,250	–	–	0.05%	375
2013 Q2	$333K	Buy	+13,250	New	+$343K	0.07%	346

Other funds holding STON

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VSR Financial Services's STON Position: Q2 2016 in Review

VSR Financial Services opened a new position in StoneMor Inc. (STON) in Q2 2016: 11,548 shares worth $289K. The stake represents 0.05% of the portfolio and ranks #378 among its holdings. This is a return to the name: VSR Financial Services previously reported a position in STON as recently as Q2 2015.

VSR Financial Services first reported a position in STON in Q2 2013 and has held it in 10 quarters since. The position peaked at $473K in Q2 2015. 81 funds tracked by Wall St. Rank hold STON as of Q2 2016.

VSR Financial Services held 11,548 shares of StoneMor Inc. worth $289K as of Q2 2016.
StoneMor Inc. was a new VSR Financial Services position in Q2 2016.
StoneMor Inc. made up 0.05% of VSR Financial Services's portfolio in Q2 2016, its #378 holding.
VSR Financial Services first reported a position in StoneMor Inc. in Q2 2013 and has held it in 10 quarters since.
VSR Financial Services's StoneMor Inc. position peaked at $473K in Q2 2015.
81 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.