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Nationwide Fund Advisors’s Stoneridge SRI Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-116,750
Closed -$2.31M – 1808
2017
Q3 		$2.31M Sell
116,750
-36,552
-24% -$605K 0.01% 1380
2017
Q2 		$2.36M Sell
153,302
-17,873
-10% -$300K 0.01% 1353
2017
Q1 		$3.1M Buy
171,175
+31,896
+23% +$561K 0.01% 1212
2016
Q4 		$2.46M Sell
139,279
-5,473
-4% -$92.6K 0.01% 1318
2016
Q3 		$2.66M Sell
144,752
-6,800
-4% -$117K 0.01% 1257
2016
Q2 		$2.26M Sell
151,552
-5,601
-4% -$84.6K 0.01% 1303
2016
Q1 		$2.29M Sell
157,153
-12,841
-8% -$162K 0.01% 1280
2015
Q4 		$2.52M Sell
169,994
-32,795
-16% -$441K 0.01% 1253
2015
Q3 		$2.5M Buy
202,789
+12,859
+7% +$153K 0.01% 1256
2015
Q2 		$2.22M Sell
189,930
-14,003
-7% -$169K 0.01% 1370
2015
Q1 		$2.3M Sell
203,933
-36,091
-15% -$434K 0.01% 1392
2014
Q4 		$3.09M Sell
240,024
-23,284
-9% -$272K 0.01% 1191
2014
Q3 		$2.97M Buy
263,308
+13
+0% +$151 0.01% 1221
2014
Q2 		$2.82M Buy
263,295
+13,892
+6% +$146K 0.01% 1280
2014
Q1 		$2.8M Buy
249,403
+1,400
+0.6% +$15.7K 0.01% 1166
2013
Q4 		$3.16M Sell
248,003
-131,760
-35% -$1.63M 0.01% 1208
2013
Q3 		$4.11M Buy
379,763
+169,995
+81% +$2.1M 0.02% 1013
2013
Q2 		$2.44M Buy
+209,768
New +$1.94M 0.01% 1184

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Nationwide Fund Advisors's SRI Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Stoneridge (SRI) in Q4 2017, closing a stake of 116,750 shares — an estimated $2.31M sold.

Nationwide Fund Advisors first reported a position in SRI in Q2 2013 and held it in 18 quarters. The position peaked at $4.11M in Q3 2013. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Stoneridge position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 116,750 Stoneridge shares in Q4 2017, an estimated $2.31M.
  • Nationwide Fund Advisors first reported a position in Stoneridge in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Stoneridge position peaked at $4.11M in Q3 2013.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.