WCM
STON

Windsor Capital Management’s StoneMor Inc. STON Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-1,200
Closed -$32K – 467
2015
Q3 		$32K Buy
+1,200
New +$34K 0.02% 201

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Windsor Capital Management's STON Position: Q4 2015 in Review

Windsor Capital Management sold out of StoneMor Inc. (STON) in Q4 2015, closing a stake of 1,200 shares — an estimated $32K sold.

Windsor Capital Management first reported a position in STON in Q3 2015 and held it in 1 quarter. The position peaked at $32K in Q3 2015. 91 funds tracked by Wall St. Rank hold STON as of Q4 2015.

  • Windsor Capital Management reported no remaining StoneMor Inc. position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,200 StoneMor Inc. shares in Q4 2015, an estimated $32K.
  • Windsor Capital Management first reported a position in StoneMor Inc. in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's StoneMor Inc. position peaked at $32K in Q3 2015.
  • 91 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.