WF
STON

Welch & Forbes’s StoneMor Inc. STON Stock Holding History

Welch & Forbes’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
Q4 		– Sell
-8,650
Closed -$217K – 357
2016
Q3 		$217K Hold
8,650
– – 0.01% 287
2016
Q2 		$217K Sell
8,650
-2,780
-24% -$67.4K 0.01% 321
2016
Q1 		$279K Buy
11,430
+2,540
+29% +$67K 0.01% 289
2015
Q4 		$240K Buy
+8,890
New +$254K 0.01% 293

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Welch & Forbes's STON Position: Q4 2016 in Review

Welch & Forbes sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 8,650 shares — an estimated $217K sold.

Welch & Forbes first reported a position in STON in Q4 2015 and held it in 4 quarters. The position peaked at $279K in Q1 2016. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

  • Welch & Forbes reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
  • Welch & Forbes sold 8,650 StoneMor Inc. shares in Q4 2016, an estimated $217K.
  • Welch & Forbes first reported a position in StoneMor Inc. in Q4 2015 and held it in 4 quarters.
  • Welch & Forbes's StoneMor Inc. position peaked at $279K in Q1 2016.
  • 64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Welch & Forbes's 13F filing for Q4 2016, filed 7 Feb 2017.