WEC
STON

Winslow Evans & Crocker’s StoneMor Inc. STON Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-880
Closed -$7.84K – 1287
2016
Q4 		$7.84K Sell
880
-10,356
-92% -$145K ﹤0.01% 937
2016
Q3 		$281K Hold
11,236
– – 0.08% 247
2016
Q2 		$281K Sell
11,236
-1,239
-10% -$30K 0.08% 230
2016
Q1 		$304K Sell
12,475
-1,851
-13% -$48.8K 0.09% 201
2015
Q4 		$383K Sell
14,326
-476
-3% -$13.6K 0.11% 195
2015
Q3 		$404K Buy
14,802
+2,312
+19% +$65.4K 0.13% 167
2015
Q2 		$377K Sell
12,490
-1,036
-8% -$30.9K 0.11% 200
2015
Q1 		$390K Sell
13,526
-224
-2% -$6.23K 0.11% 198
2014
Q4 		$354K Buy
13,750
+86
+0.6% +$2.23K 0.1% 203
2014
Q3 		$352K Sell
13,664
-125
-0.9% -$3.11K 0.1% 218
2014
Q2 		$334K Sell
13,789
-390
-3% -$9.5K 0.11% 203
2014
Q1 		$357K Sell
14,179
-300
-2% -$7.61K 0.12% 188
2013
Q4 		$370K Buy
+14,479
New +$364K 0.13% 189

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
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
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's STON Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of StoneMor Inc. (STON) in Q1 2017, closing a stake of 880 shares — an estimated $7.84K sold.

Winslow Evans & Crocker first reported a position in STON in Q4 2013 and held it in 13 quarters. The position peaked at $404K in Q3 2015. 68 funds tracked by Wall St. Rank hold STON as of Q1 2017.

  • Winslow Evans & Crocker reported no remaining StoneMor Inc. position as of Q1 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 880 StoneMor Inc. shares in Q1 2017, an estimated $7.84K.
  • Winslow Evans & Crocker first reported a position in StoneMor Inc. in Q4 2013 and held it in 13 quarters.
  • Winslow Evans & Crocker's StoneMor Inc. position peaked at $404K in Q3 2015.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.