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Magee Thomson Investment Partners’s Stoneridge SRI Stock Holding History

Magee Thomson Investment Partners’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
-334
Closed -$4K – 164
2013
Q4 		$4K Hold
334
– – ﹤0.01% 142
2013
Q3 		$4K Sell
334
-249
-43% -$3.08K ﹤0.01% 133
2013
Q2 		$7K Buy
+583
New +$5.4K ﹤0.01% 108

Other funds holding SRI

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $552B AUM 44.19% 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 $8.43B AUM 52.02% 1-Year Est. Return

Magee Thomson Investment Partners's SRI Position: Q1 2014 in Review

Magee Thomson Investment Partners sold out of Stoneridge (SRI) in Q1 2014, closing a stake of 334 shares — an estimated $4K sold.

Magee Thomson Investment Partners first reported a position in SRI in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q2 2013. 112 funds tracked by Wall St. Rank hold SRI as of Q1 2014.

  • Magee Thomson Investment Partners reported no remaining Stoneridge position as of Q1 2014 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 334 Stoneridge shares in Q1 2014, an estimated $4K.
  • Magee Thomson Investment Partners first reported a position in Stoneridge in Q2 2013 and held it in 3 quarters.
  • Magee Thomson Investment Partners's Stoneridge position peaked at $7K in Q2 2013.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q1 2014.

Based on Magee Thomson Investment Partners's 13F filing for Q1 2014, filed 23 Apr 2014.