WA
STON

WFG Advisors’s StoneMor Inc. STON Stock Holding History

WFG Advisors’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 		$10K Buy
1,072
+897
+513% +$7.98K ﹤0.01% 1160
2017
Q1 		$1K Sell
175
-805
-82% -$8.14K ﹤0.01% 1447
2016
Q4 		$9K Buy
980
+29
+3% +$407 ﹤0.01% 1151
2016
Q3 		$24K Sell
951
-706
-43% -$17.8K 0.01% 911
2016
Q2 		$42K Sell
1,657
-4,435
-73% -$108K 0.01% 731
2016
Q1 		$149K Sell
6,092
-425
-7% -$11.2K 0.04% 385
2015
Q4 		$174K Buy
6,517
+149
+2% +$4.25K 0.05% 321
2015
Q3 		$174K Buy
6,368
+153
+2% +$4.33K 0.05% 321
2015
Q2 		$187K Buy
6,215
+87
+1% +$2.6K 0.05% 362
2015
Q1 		$177K Sell
6,128
-910
-13% -$25.3K 0.05% 385
2014
Q4 		$181K Sell
7,038
-112
-2% -$2.9K 0.04% 463
2014
Q3 		$184K Buy
7,150
+350
+5% +$8.71K 0.04% 473
2014
Q2 		$165K Buy
6,800
+5,800
+580% +$141K 0.03% 497
2014
Q1 		$25K Hold
1,000
– – 0.01% 1184
2013
Q4 		$26K Hold
1,000
– – ﹤0.01% 1246
2013
Q3 		$24K Sell
1,000
-500
-33% -$12.2K ﹤0.01% 1212
2013
Q2 		$38K Buy
+1,500
New +$38.9K 0.01% 993

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

WFG Advisors's STON Position: Q2 2017 in Review

WFG Advisors increased its StoneMor Inc. (STON) stake by 513% in Q2 2017, buying an estimated $7.98K and bringing the position to 1,072 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

WFG Advisors first reported a position in STON in Q2 2013 and has held it in 17 quarters since. The position peaked at $187K in Q2 2015. 66 funds tracked by Wall St. Rank hold STON as of Q2 2017.

  • WFG Advisors held 1,072 shares of StoneMor Inc. worth $10K as of Q2 2017.
  • WFG Advisors bought 897 StoneMor Inc. shares in Q2 2017, an estimated $7.98K.
  • StoneMor Inc. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1160 holding.
  • WFG Advisors first reported a position in StoneMor Inc. in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's StoneMor Inc. position peaked at $187K in Q2 2015.
  • 66 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.