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RBC Europe’s Stoneridge SRI Stock Holding History

RBC Europe’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
-110
Closed -$3.27K – 1141
2018
Q3 		$3.27K Hold
110
– – ﹤0.01% 1005
2018
Q2 		$3.87K Hold
110
– – ﹤0.01% 998
2018
Q1 		$3.04K Hold
110
– – ﹤0.01% 1022
2017
Q4 		$2.52K Buy
+110
New +$2.46K ﹤0.01% 1046

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 $691M AUM 27.96% 1-Year Est. Return

RBC Europe's SRI Position: Q4 2018 in Review

RBC Europe sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 110 shares — an estimated $3.27K sold.

RBC Europe first reported a position in SRI in Q4 2017 and held it in 4 quarters. The position peaked at $3.87K in Q2 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • RBC Europe reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • RBC Europe sold 110 Stoneridge shares in Q4 2018, an estimated $3.27K.
  • RBC Europe first reported a position in Stoneridge in Q4 2017 and held it in 4 quarters.
  • RBC Europe's Stoneridge position peaked at $3.87K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on RBC Europe's 13F filing for Q4 2018, filed 9 Nov 2023.