Capital Fund Management (CFM)
SRI icon

Capital Fund Management (CFM)’s Stoneridge SRI Stock Holding History

Capital Fund Management (CFM)’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
2017
Q3 		– Sell
-19,800
Closed -$305K – 1729
2017
Q2 		$305K Buy
19,800
+4,500
+29% +$75.4K ﹤0.01% 1266
2017
Q1 		$278K Buy
+15,300
New +$269K ﹤0.01% 1315

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Fund Management (CFM)'s SRI Position: Q3 2017 in Review

Capital Fund Management (CFM) sold out of Stoneridge (SRI) in Q3 2017, closing a stake of 19,800 shares — an estimated $305K sold.

Capital Fund Management (CFM) first reported a position in SRI in Q1 2017 and held it in 2 quarters. The position peaked at $305K in Q2 2017. 141 funds tracked by Wall St. Rank hold SRI as of Q3 2017.

  • Capital Fund Management (CFM) reported no remaining Stoneridge position as of Q3 2017 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 19,800 Stoneridge shares in Q3 2017, an estimated $305K.
  • Capital Fund Management (CFM) first reported a position in Stoneridge in Q1 2017 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s Stoneridge position peaked at $305K in Q2 2017.
  • 141 funds tracked by Wall St. Rank held Stoneridge as of Q3 2017.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2017, filed 13 Nov 2017.