CX Institutional’s Stoneridge SRI Stock Holding History

CX Institutional’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 Q3	–	Sell	-46	Closed	-$1K	–	935
2019 Q2	$1K	Buy	+46	New	+$1.36K	﹤0.01%	903

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

CX Institutional's SRI Position: Q3 2019 in Review

CX Institutional sold out of Stoneridge (SRI) in Q3 2019, closing a stake of 46 shares — an estimated $1K sold.

CX Institutional first reported a position in SRI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 150 funds tracked by Wall St. Rank hold SRI as of Q3 2019.

CX Institutional reported no remaining Stoneridge position as of Q3 2019 after selling out during the quarter.
CX Institutional sold 46 Stoneridge shares in Q3 2019, an estimated $1K.
CX Institutional first reported a position in Stoneridge in Q2 2019 and held it in 1 quarter.
CX Institutional's Stoneridge position peaked at $1K in Q2 2019.
150 funds tracked by Wall St. Rank held Stoneridge as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.