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Hillsdale Investment Management’s Stoneridge SRI Stock Holding History

Hillsdale Investment Management’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
Q1 		– Sell
-800
Closed -$10K – 575
2013
Q4 		$10K Sell
800
-15,300
-95% -$190K ﹤0.01% 475
2013
Q3 		$174K Buy
+16,100
New +$199K 0.05% 302

Other funds holding SRI

SFM
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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Hillsdale Investment Management's SRI Position: Q1 2014 in Review

Hillsdale Investment Management sold out of Stoneridge (SRI) in Q1 2014, closing a stake of 800 shares — an estimated $10K sold.

Hillsdale Investment Management first reported a position in SRI in Q3 2013 and held it in 2 quarters. The position peaked at $174K in Q3 2013. 112 funds tracked by Wall St. Rank hold SRI as of Q1 2014.

  • Hillsdale Investment Management reported no remaining Stoneridge position as of Q1 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 800 Stoneridge shares in Q1 2014, an estimated $10K.
  • Hillsdale Investment Management first reported a position in Stoneridge in Q3 2013 and held it in 2 quarters.
  • Hillsdale Investment Management's Stoneridge position peaked at $174K in Q3 2013.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q1 2014.

Based on Hillsdale Investment Management's 13F filing for Q1 2014, filed 14 May 2014.