CG
SRI icon

Cutler Group’s Stoneridge SRI Stock Holding History

Cutler 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
2019
Q2 		– Sell
-382
Closed -$11.3K – 5134
2019
Q1 		$11K Sell
382
-2,092
-85% -$57.2K ﹤0.01% 2444
2018
Q4 		$60K Sell
2,474
-598
-19% -$15.2K 0.01% 1357
2018
Q3 		$91K Buy
3,072
+298
+11% +$9.45K 0.01% 1253
2018
Q2 		$97K Buy
2,774
+1,381
+99% +$41.9K 0.01% 1167
2018
Q1 		$38K Hold
1,393
– – ﹤0.01% 1858
2017
Q4 		$31K Sell
1,393
-2,107
-60% -$47.1K ﹤0.01% 2221
2017
Q3 		$69K Buy
3,500
+3,459
+8,437% +$57.3K ﹤0.01% 1960
2017
Q2 		$0 Sell
41
-427
-91% -$7.16K ﹤0.01% 7249
2017
Q1 		$8K Hold
468
– – ﹤0.01% 4300
2016
Q4 		$8K Sell
468
-957
-67% -$16.2K ﹤0.01% 4476
2016
Q3 		$26K Buy
1,425
+1,268
+808% +$21.9K ﹤0.01% 3164
2016
Q2 		$2K Sell
157
-1,519
-91% -$22.9K ﹤0.01% 5742
2016
Q1 		$24K Buy
1,676
+1,336
+393% +$16.8K ﹤0.01% 3104
2015
Q4 		$5K Buy
+340
New +$4.57K ﹤0.01% 4935

Other funds holding SRI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return