WJA
STON

Williams Jones & Associates’s StoneMor Inc. STON Stock Holding History

Williams Jones & Associates’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
2013
Q3 		– Sell
-16,000
Closed -$403K – 370
2013
Q2 		$403K Buy
+16,000
New +$414K 0.02% 239

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Williams Jones & Associates's STON Position: Q3 2013 in Review

Williams Jones & Associates sold out of StoneMor Inc. (STON) in Q3 2013, closing a stake of 16,000 shares — an estimated $403K sold.

Williams Jones & Associates first reported a position in STON in Q2 2013 and held it in 1 quarter. The position peaked at $403K in Q2 2013. 53 funds tracked by Wall St. Rank hold STON as of Q3 2013.

  • Williams Jones & Associates reported no remaining StoneMor Inc. position as of Q3 2013 after selling out during the quarter.
  • Williams Jones & Associates sold 16,000 StoneMor Inc. shares in Q3 2013, an estimated $403K.
  • Williams Jones & Associates first reported a position in StoneMor Inc. in Q2 2013 and held it in 1 quarter.
  • Williams Jones & Associates's StoneMor Inc. position peaked at $403K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2013.

Based on Williams Jones & Associates's 13F filing for Q3 2013, filed 14 Nov 2013.