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IMS Capital Management’s Stoneridge SRI Stock Holding History

IMS Capital 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
2018
Q4 		– Sell
-400
Closed -$12K – 315
2018
Q3 		$12K Buy
+400
New +$12.7K 0.01% 302

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SAM
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NIMC
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HRCM
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Royal Bank of Canada
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RA
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PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

IMS Capital Management's SRI Position: Q4 2018 in Review

IMS Capital Management sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 400 shares — an estimated $12K sold.

IMS Capital Management first reported a position in SRI in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • IMS Capital Management reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 400 Stoneridge shares in Q4 2018, an estimated $12K.
  • IMS Capital Management first reported a position in Stoneridge in Q3 2018 and held it in 1 quarter.
  • IMS Capital Management's Stoneridge position peaked at $12K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.