CG
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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
Q4 		– Sell
-3,100
Closed -$2K – 4565
2019
Q3 		$2K Buy
+3,100
New +$97.2K ﹤0.01% 3542
2018
Q2 		– Sell
-1,400
Closed -$8K – 4848
2018
Q1 		$8K Sell
1,400
-1,600
-53% -$39.1K ﹤0.01% 2977
2017
Q4 		$4K Buy
+3,000
New +$67K ﹤0.01% 3824
2016
Q1 		– Sell
-5,000
Closed -$4K – 7158
2015
Q4 		$4K Buy
+5,000
New +$67.2K ﹤0.01% 5118

Other funds holding SRI

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
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