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Ativo Capital Management’s Stoneridge SRI Stock Holding History

Ativo Capital Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-36,057
Closed -$1.07M – 173
2018
Q3 		$1.07M Hold
36,057
– – 0.29% 150
2018
Q2 		$1.27M Sell
36,057
-11,804
-25% -$359K 0.35% 100
2018
Q1 		$1.32M Sell
47,861
-10,003
-17% -$244K 0.38% 101
2017
Q4 		$1.32M Sell
57,864
-4,995
-8% -$112K 0.35% 115
2017
Q3 		$1.25M Hold
62,859
– – 0.33% 127
2017
Q2 		$969K Buy
62,859
+20,006
+47% +$335K 0.26% 171
2017
Q1 		$777K Buy
42,853
+10,300
+32% +$181K 0.19% 204
2016
Q4 		$576K Buy
+32,553
New +$551K 0.14% 209

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