CIBC Private Wealth Group
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CIBC Private Wealth Group’s Stoneridge SRI Stock Holding History

CIBC Private Wealth Group’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
-200
Closed -$7K – 1625
2018
Q2 		$7K Hold
200
– – ﹤0.01% 1660
2018
Q1 		$6K Hold
200
– – ﹤0.01% 1637
2017
Q4 		$5K Buy
+200
New +$4.47K ﹤0.01% 1694

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

CIBC Private Wealth Group's SRI Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 200 shares — an estimated $7K sold.

CIBC Private Wealth Group first reported a position in SRI in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 200 Stoneridge shares in Q3 2018, an estimated $7K.
  • CIBC Private Wealth Group first reported a position in Stoneridge in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Stoneridge position peaked at $7K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.