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Denver Investment Advisors’s Stoneridge SRI Stock Holding History

Denver Investment Advisors’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
2015
Q1 		– Sell
-17,567
Closed -$226K – 660
2014
Q4 		$226K Buy
17,567
+74
+0.4% +$866 0.01% 543
2014
Q3 		$197K Buy
17,493
+988
+6% +$11.5K 0.01% 540
2014
Q2 		$177K Hold
16,505
– – 0.01% 563
2014
Q1 		$185K Buy
16,505
+5,650
+52% +$63.5K 0.01% 562
2013
Q4 		$138 Hold
10,855
– – ﹤0.01% 533
2013
Q3 		$117K Buy
+10,855
New +$134K ﹤0.01% 550

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Denver Investment Advisors's SRI Position: Q1 2015 in Review

Denver Investment Advisors sold out of Stoneridge (SRI) in Q1 2015, closing a stake of 17,567 shares — an estimated $226K sold.

Denver Investment Advisors first reported a position in SRI in Q3 2013 and held it in 6 quarters. The position peaked at $226K in Q4 2014. 94 funds tracked by Wall St. Rank hold SRI as of Q1 2015.

  • Denver Investment Advisors reported no remaining Stoneridge position as of Q1 2015 after selling out during the quarter.
  • Denver Investment Advisors sold 17,567 Stoneridge shares in Q1 2015, an estimated $226K.
  • Denver Investment Advisors first reported a position in Stoneridge in Q3 2013 and held it in 6 quarters.
  • Denver Investment Advisors's Stoneridge position peaked at $226K in Q4 2014.
  • 94 funds tracked by Wall St. Rank held Stoneridge as of Q1 2015.

Based on Denver Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.