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Columbia Partners Investment Management’s Stoneridge SRI Stock Holding History

Columbia Partners Investment 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
2017
Q1 		– Sell
-57,292
Closed -$1.01M – 291
2016
Q4 		$1.01M Sell
57,292
-70,790
-55% -$1.2M 0.09% 232
2016
Q3 		$2.36M Sell
128,082
-15,165
-11% -$261K 0.18% 166
2016
Q2 		$2.14M Buy
+143,247
New +$2.16M 0.16% 178

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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $1.56T AUM 27.86% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Columbia Partners Investment Management's SRI Position: Q1 2017 in Review

Columbia Partners Investment Management sold out of Stoneridge (SRI) in Q1 2017, closing a stake of 57,292 shares — an estimated $1.01M sold.

Columbia Partners Investment Management first reported a position in SRI in Q2 2016 and held it in 3 quarters. The position peaked at $2.36M in Q3 2016. 149 funds tracked by Wall St. Rank hold SRI as of Q1 2017.

  • Columbia Partners Investment Management reported no remaining Stoneridge position as of Q1 2017 after selling out during the quarter.
  • Columbia Partners Investment Management sold 57,292 Stoneridge shares in Q1 2017, an estimated $1.01M.
  • Columbia Partners Investment Management first reported a position in Stoneridge in Q2 2016 and held it in 3 quarters.
  • Columbia Partners Investment Management's Stoneridge position peaked at $2.36M in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Stoneridge as of Q1 2017.

Based on Columbia Partners Investment Management's 13F filing for Q1 2017, filed 5 Jun 2017.