Creative Planning
SRI icon

Creative Planning’s Stoneridge SRI Stock Holding History

Creative Planning’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
-1,850
Closed -$29K – 3478
2017
Q2 		$29K Hold
1,850
– – ﹤0.01% 2915
2017
Q1 		$34K Hold
1,850
– – ﹤0.01% 2750
2016
Q4 		$33K Sell
1,850
-974
-34% -$16.5K ﹤0.01% 2726
2016
Q3 		$52K Buy
2,824
+2,546
+916% +$43.9K ﹤0.01% 2329
2016
Q2 		$4K Buy
+278
New +$4.2K ﹤0.01% 3776
2014
Q3 		– Sell
-2,500
Closed -$27K – 4144
2014
Q2 		$27K Sell
2,500
-2,500
-50% -$26.2K ﹤0.01% 2308
2014
Q1 		$56K Sell
5,000
-300
-6% -$3.37K ﹤0.01% 1729
2013
Q4 		$68K Buy
5,300
+300
+6% +$3.72K ﹤0.01% 1418
2013
Q3 		$54K Hold
5,000
– – ﹤0.01% 1464
2013
Q2 		$58K Buy
+5,000
New +$46.3K ﹤0.01% 1307

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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $1.47T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return