Commonwealth Bank of Australia’s Stoneridge SRI Stock Holding History

Commonwealth Bank of Australia’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 Q1	–	Sell	-1,418	Closed	-$32K	–	858
2017 Q4	$32K	Hold	1,418	–	–	﹤0.01%	674
2017 Q3	$28K	Buy	+1,418	New	+$23.5K	﹤0.01%	694
2013 Q4	–	Sell	-20,348	Closed	-$220K	–	1242
2013 Q3	$220K	Buy	+20,348	New	+$252K	﹤0.01%	1140

Other funds holding SRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Commonwealth Bank of Australia's SRI Position: Q1 2018 in Review

Commonwealth Bank of Australia sold out of Stoneridge (SRI) in Q1 2018, closing a stake of 1,418 shares — an estimated $32K sold.

Commonwealth Bank of Australia first reported a position in SRI in Q3 2013 and held it in 3 quarters. The position peaked at $220K in Q3 2013. 170 funds tracked by Wall St. Rank hold SRI as of Q1 2018.

Commonwealth Bank of Australia reported no remaining Stoneridge position as of Q1 2018 after selling out during the quarter.
Commonwealth Bank of Australia sold 1,418 Stoneridge shares in Q1 2018, an estimated $32K.
Commonwealth Bank of Australia first reported a position in Stoneridge in Q3 2013 and held it in 3 quarters.
Commonwealth Bank of Australia's Stoneridge position peaked at $220K in Q3 2013.
170 funds tracked by Wall St. Rank held Stoneridge as of Q1 2018.

Based on Commonwealth Bank of Australia's 13F filing for Q1 2018, filed 14 May 2018.