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Cornerstone Wealth Management’s Stoneridge SRI Stock Holding History

Cornerstone Wealth 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
2018
Q3 		– Sell
-100,919
Closed -$2.84M – 1534
2018
Q2 		$2.84M Buy
+100,919
New +$3.07M 0.03% 438

Other funds holding SRI

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

Cornerstone Wealth Management's SRI Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 100,919 shares — an estimated $2.84M sold.

Cornerstone Wealth Management first reported a position in SRI in Q2 2018 and held it in 1 quarter. The position peaked at $2.84M in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 100,919 Stoneridge shares in Q3 2018, an estimated $2.84M.
  • Cornerstone Wealth Management first reported a position in Stoneridge in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Stoneridge position peaked at $2.84M in Q2 2018.
  • 174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.