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Piedmont Investment Advisors’s Stoneridge SRI Stock Holding History

Piedmont 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
Q3 		– Sell
-477
Closed -$17K – 2106
2018
Q2 		$17K Buy
+477
New +$14.5K ﹤0.01% 1636

Other funds holding SRI

Dimensional Fund Advisors
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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

Piedmont Investment Advisors's SRI Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 477 shares — an estimated $17K sold.

Piedmont Investment Advisors first reported a position in SRI in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 477 Stoneridge shares in Q3 2018, an estimated $17K.
  • Piedmont Investment Advisors first reported a position in Stoneridge in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Stoneridge position peaked at $17K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.