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Eagle Global Advisors’s Stoneridge SRI Stock Holding History

Eagle Global 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
2014
Q3 		– Sell
-30,235
Closed -$324K – 363
2014
Q2 		$324K Buy
30,235
+18,970
+168% +$199K 0.01% 231
2014
Q1 		$127K Buy
+11,265
New +$127K ﹤0.01% 287

Other funds holding SRI

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Eagle Global Advisors's SRI Position: Q3 2014 in Review

Eagle Global Advisors sold out of Stoneridge (SRI) in Q3 2014, closing a stake of 30,235 shares — an estimated $324K sold.

Eagle Global Advisors first reported a position in SRI in Q1 2014 and held it in 2 quarters. The position peaked at $324K in Q2 2014. 102 funds tracked by Wall St. Rank hold SRI as of Q3 2014.

  • Eagle Global Advisors reported no remaining Stoneridge position as of Q3 2014 after selling out during the quarter.
  • Eagle Global Advisors sold 30,235 Stoneridge shares in Q3 2014, an estimated $324K.
  • Eagle Global Advisors first reported a position in Stoneridge in Q1 2014 and held it in 2 quarters.
  • Eagle Global Advisors's Stoneridge position peaked at $324K in Q2 2014.
  • 102 funds tracked by Wall St. Rank held Stoneridge as of Q3 2014.

Based on Eagle Global Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.