MFS
SRI icon

MSI Financial Services’s Stoneridge SRI Stock Holding History

MSI Financial Services’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
2016
Q4 		$2K Sell
115
-297
-72% -$5.02K ﹤0.01% 3526
2016
Q3 		$8K Buy
412
+212
+106% +$3.65K ﹤0.01% 2907
2016
Q2 		$3K Buy
+200
New +$3.02K ﹤0.01% 3381

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
1SAMC
12th Street Asset Management Company Nashville, Tennessee $611M AUM 27.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MSI Financial Services's SRI Position: Q4 2016 in Review

MSI Financial Services reduced its Stoneridge (SRI) stake by 72% in Q4 2016, selling an estimated $5.02K and leaving 115 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

MSI Financial Services first reported a position in SRI in Q2 2016 and has held it in 3 quarters since. The position peaked at $8K in Q3 2016. 145 funds tracked by Wall St. Rank hold SRI as of Q4 2016.

  • MSI Financial Services held 115 shares of Stoneridge worth $2K as of Q4 2016.
  • MSI Financial Services sold 297 Stoneridge shares in Q4 2016, an estimated $5.02K.
  • Stoneridge made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3526 holding.
  • MSI Financial Services first reported a position in Stoneridge in Q2 2016 and has held it in 3 quarters since.
  • MSI Financial Services's Stoneridge position peaked at $8K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Stoneridge as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.