WRM
STON

Weybosset Research & Management’s StoneMor Inc. STON Stock Holding History

Weybosset Research & Management’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
2017
Q2 		– Sell
-10,298
Closed -$82K – 60
2017
Q1 		$82K Sell
10,298
-3
-0% -$30 0.06% 58
2016
Q4 		$92K Sell
10,301
-219,151
-96% -$3.08M 0.06% 56
2016
Q3 		$5.75M Sell
229,452
-61
-0% -$1.53K 4.16% 8
2016
Q2 		$5.75M Buy
229,513
+13,377
+6% +$324K 4.38% 7
2016
Q1 		$5.27M Buy
216,136
+119
+0.1% +$3.14K 4.46% 7
2015
Q4 		$5.77M Sell
216,017
-20,337
-9% -$580K 5.12% 6
2015
Q3 		$6.45M Buy
236,354
+15,891
+7% +$450K 4.81% 7
2015
Q2 		$6.65M Sell
220,463
-10,669
-5% -$319K 4.39% 7
2015
Q1 		$6.66M Sell
231,132
-566
-0.2% -$15.7K 4.21% 10
2014
Q4 		$5.97M Buy
231,698
+3,679
+2% +$95.3K 3.78% 13
2014
Q3 		$5.88M Buy
228,019
+2,095
+0.9% +$52.1K 3.97% 13
2014
Q2 		$5.47M Buy
225,924
+3,532
+2% +$86K 3.52% 18
2014
Q1 		$5.59M Sell
222,392
-4,830
-2% -$123K 3.72% 15
2013
Q4 		$5.8M Buy
227,222
+6,176
+3% +$155K 3.89% 15
2013
Q3 		$5.23M Buy
221,046
+1,237
+0.6% +$30.2K 3.86% 16
2013
Q2 		$5.53M Buy
+219,809
New +$5.69M 4.19% 12

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Weybosset Research & Management's STON Position: Q2 2017 in Review

Weybosset Research & Management sold out of StoneMor Inc. (STON) in Q2 2017, closing a stake of 10,298 shares — an estimated $82K sold.

Weybosset Research & Management first reported a position in STON in Q2 2013 and held it in 16 quarters. The position peaked at $6.66M in Q1 2015. 66 funds tracked by Wall St. Rank hold STON as of Q2 2017.

  • Weybosset Research & Management reported no remaining StoneMor Inc. position as of Q2 2017 after selling out during the quarter.
  • Weybosset Research & Management sold 10,298 StoneMor Inc. shares in Q2 2017, an estimated $82K.
  • Weybosset Research & Management first reported a position in StoneMor Inc. in Q2 2013 and held it in 16 quarters.
  • Weybosset Research & Management's StoneMor Inc. position peaked at $6.66M in Q1 2015.
  • 66 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2017.

Based on Weybosset Research & Management's 13F filing for Q2 2017, filed 31 Jul 2017.