MUFG Americas’s Stoneridge SRI Stock Holding History

MUFG Americas’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
2013 Q3	–	Sell	-93,700	Closed	-$1.09M	–	1428
2013 Q2	$1.09M	Buy	+93,700	New	+$867K	0.02%	504

Other funds holding SRI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

MUFG Americas's SRI Position: Q3 2013 in Review

MUFG Americas sold out of Stoneridge (SRI) in Q3 2013, closing a stake of 93,700 shares — an estimated $1.09M sold.

MUFG Americas first reported a position in SRI in Q2 2013 and held it in 1 quarter. The position peaked at $1.09M in Q2 2013. 128 funds tracked by Wall St. Rank hold SRI as of Q3 2013.

MUFG Americas reported no remaining Stoneridge position as of Q3 2013 after selling out during the quarter.
MUFG Americas sold 93,700 Stoneridge shares in Q3 2013, an estimated $1.09M.
MUFG Americas first reported a position in Stoneridge in Q2 2013 and held it in 1 quarter.
MUFG Americas's Stoneridge position peaked at $1.09M in Q2 2013.
128 funds tracked by Wall St. Rank held Stoneridge as of Q3 2013.

Based on MUFG Americas's 13F filing for Q3 2013, filed 8 Nov 2013.