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Regal Investment Advisors’s Stoneridge SRI Stock Holding History

Regal 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
2014
Q3 		– Sell
-200
Closed -$2K – 976
2014
Q2 		$2K Hold
200
– – ﹤0.01% 855
2014
Q1 		$2K Buy
+200
New +$2.25K ﹤0.01% 830

Other funds holding SRI

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Regal Investment Advisors's SRI Position: Q3 2014 in Review

Regal Investment Advisors sold out of Stoneridge (SRI) in Q3 2014, closing a stake of 200 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in SRI in Q1 2014 and held it in 2 quarters. The position peaked at $2K in Q2 2014. 102 funds tracked by Wall St. Rank hold SRI as of Q3 2014.

  • Regal Investment Advisors reported no remaining Stoneridge position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Stoneridge shares in Q3 2014, an estimated $2K.
  • Regal Investment Advisors first reported a position in Stoneridge in Q1 2014 and held it in 2 quarters.
  • Regal Investment Advisors's Stoneridge position peaked at $2K in Q2 2014.
  • 102 funds tracked by Wall St. Rank held Stoneridge as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.