RWA Wealth Partners’s Stoneridge SRI Stock Holding History

RWA Wealth Partners’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	-700	Closed	-$25K	–	630
2018 Q2	$25K	Buy	+700	New	+$21.3K	﹤0.01%	511

Other funds holding SRI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

RWA Wealth Partners's SRI Position: Q3 2018 in Review

RWA Wealth Partners sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 700 shares — an estimated $25K sold.

RWA Wealth Partners first reported a position in SRI in Q2 2018 and held it in 1 quarter. The position peaked at $25K in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

RWA Wealth Partners reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 700 Stoneridge shares in Q3 2018, an estimated $25K.
RWA Wealth Partners first reported a position in Stoneridge in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Stoneridge position peaked at $25K in Q2 2018.
174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.