WS
STON

Wedbush Securities’s StoneMor Inc. STON Stock Holding History

Wedbush Securities’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
2019
Q3 		– Sell
-27,770
Closed -$61K – 1039
2019
Q2 		$61K Hold
27,770
– – 0.01% 936
2019
Q1 		$105K Buy
27,770
+3,300
+13% +$10.6K 0.01% 852
2018
Q4 		$51K Buy
+24,470
New +$99.3K 0.01% 795
2017
Q2 		– Sell
-15,080
Closed -$120K – 883
2017
Q1 		$120K Sell
15,080
-814
-5% -$8.23K 0.02% 760
2016
Q4 		$142K Buy
15,894
+280
+2% +$3.93K 0.02% 712
2016
Q3 		$391K Sell
15,614
-1,596
-9% -$40.1K 0.06% 408
2016
Q2 		$431K Sell
17,210
-3,201
-16% -$77.6K 0.07% 324
2016
Q1 		$498K Buy
+20,411
New +$539K 0.09% 265

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Wedbush Securities's STON Position: Q3 2019 in Review

Wedbush Securities sold out of StoneMor Inc. (STON) in Q3 2019, closing a stake of 27,770 shares — an estimated $61K sold.

Wedbush Securities first reported a position in STON in Q1 2016 and held it in 8 quarters. The position peaked at $498K in Q1 2016. 41 funds tracked by Wall St. Rank hold STON as of Q3 2019.

  • Wedbush Securities reported no remaining StoneMor Inc. position as of Q3 2019 after selling out during the quarter.
  • Wedbush Securities sold 27,770 StoneMor Inc. shares in Q3 2019, an estimated $61K.
  • Wedbush Securities first reported a position in StoneMor Inc. in Q1 2016 and held it in 8 quarters.
  • Wedbush Securities's StoneMor Inc. position peaked at $498K in Q1 2016.
  • 41 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2019.

Based on Wedbush Securities's 13F filing for Q3 2019, filed 17 Oct 2019.