FNY Managed Accounts’s Stoneridge SRI Stock Holding History

FNY Managed Accounts’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
2017 Q4	–	Sell	-1,912	Closed	-$37K	–	804
2017 Q3	$37K	Buy	+1,912	New	+$31.6K	0.05%	213

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

FNY Managed Accounts's SRI Position: Q4 2017 in Review

FNY Managed Accounts sold out of Stoneridge (SRI) in Q4 2017, closing a stake of 1,912 shares — an estimated $37K sold.

FNY Managed Accounts first reported a position in SRI in Q3 2017 and held it in 1 quarter. The position peaked at $37K in Q3 2017. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2017.

FNY Managed Accounts reported no remaining Stoneridge position as of Q4 2017 after selling out during the quarter.
FNY Managed Accounts sold 1,912 Stoneridge shares in Q4 2017, an estimated $37K.
FNY Managed Accounts first reported a position in Stoneridge in Q3 2017 and held it in 1 quarter.
FNY Managed Accounts's Stoneridge position peaked at $37K in Q3 2017.
154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2017.

Based on FNY Managed Accounts's 13F filing for Q4 2017, filed 23 Jan 2018.