Ground Swell Capital’s Stoneridge SRI Stock Holding History

Ground Swell Capital’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	$2K	Buy	+200	New	+$2.33K	﹤0.01%	1932

Other funds holding SRI

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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 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

Ground Swell Capital's SRI Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Stoneridge (SRI) in Q3 2014: 200 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1932 among its holdings.

102 funds tracked by Wall St. Rank hold SRI as of Q3 2014.

Ground Swell Capital held 200 shares of Stoneridge worth $2K as of Q3 2014.
Stoneridge was a new Ground Swell Capital position in Q3 2014.
Stoneridge made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1932 holding.
102 funds tracked by Wall St. Rank held Stoneridge as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.