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C.M. Bidwell & Associates’s Stoneridge SRI Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-1,360
Closed -$48K – 449
2018
Q2 		$48K Buy
+1,360
New +$41.3K 0.04% 251

Other funds holding SRI

Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

C.M. Bidwell & Associates's SRI Position: Q3 2018 in Review

C.M. Bidwell & Associates sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 1,360 shares — an estimated $48K sold.

C.M. Bidwell & Associates first reported a position in SRI in Q2 2018 and held it in 1 quarter. The position peaked at $48K in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

  • C.M. Bidwell & Associates reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,360 Stoneridge shares in Q3 2018, an estimated $48K.
  • C.M. Bidwell & Associates first reported a position in Stoneridge in Q2 2018 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Stoneridge position peaked at $48K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.