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Mariner Independent Advisor Network’s Stoneridge SRI Stock Holding History

Mariner Independent Advisor Network’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
-18,086
Closed -$635K – 280
2018
Q2 		$635K Sell
18,086
-4,997
-22% -$152K 0.11% 117
2018
Q1 		$642K Buy
+23,083
New +$564K 0.04% 266

Other funds holding SRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mariner Independent Advisor Network's SRI Position: Q3 2018 in Review

Mariner Independent Advisor Network sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 18,086 shares — an estimated $635K sold.

Mariner Independent Advisor Network first reported a position in SRI in Q1 2018 and held it in 2 quarters. The position peaked at $642K in Q1 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

  • Mariner Independent Advisor Network reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 18,086 Stoneridge shares in Q3 2018, an estimated $635K.
  • Mariner Independent Advisor Network first reported a position in Stoneridge in Q1 2018 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Stoneridge position peaked at $642K in Q1 2018.
  • 174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2018, filed 7 Nov 2018.