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Mount Yale Investment Advisors’s Stoneridge SRI Stock Holding History

Mount Yale Investment Advisors’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
-1,367
Closed -$36K – 706
2018
Q3 		$36K Sell
1,367
-3
-0.2% -$95 0.01% 670
2018
Q2 		$48K Buy
+1,370
New +$41.6K 0.01% 638

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Mount Yale Investment Advisors's SRI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 1,367 shares — an estimated $36K sold.

Mount Yale Investment Advisors first reported a position in SRI in Q2 2018 and held it in 2 quarters. The position peaked at $48K in Q2 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,367 Stoneridge shares in Q4 2018, an estimated $36K.
  • Mount Yale Investment Advisors first reported a position in Stoneridge in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Stoneridge position peaked at $48K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.