KWMG LLC’s Stoneridge SRI Stock Holding History

KWMG LLC’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 Q3	–	Sell	-978	Closed	-$34K	–	477
2018 Q2	$34K	Buy	+978	New	+$29.7K	0.01%	184

Other funds holding SRI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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

KWMG LLC's SRI Position: Q3 2018 in Review

KWMG LLC sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 978 shares — an estimated $34K sold.

KWMG LLC first reported a position in SRI in Q2 2018 and held it in 1 quarter. The position peaked at $34K in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

KWMG LLC reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
KWMG LLC sold 978 Stoneridge shares in Q3 2018, an estimated $34K.
KWMG LLC first reported a position in Stoneridge in Q2 2018 and held it in 1 quarter.
KWMG LLC's Stoneridge position peaked at $34K in Q2 2018.
174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on KWMG LLC's 13F filing for Q3 2018, filed 14 Nov 2018.