SAM
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Shell Asset Management’s Stoneridge SRI Stock Holding History

Shell Asset Management’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
Q1 		– Sell
-26,346
Closed -$466K – 1104
2016
Q4 		$466K Buy
+26,346
New +$446K 0.01% 903
2015
Q4 		– Sell
-74,812
Closed -$843K – 944
2015
Q3 		$843K Buy
74,812
+3,490
+5% +$41.4K 0.01% 706
2015
Q2 		$835K Sell
71,322
-3,271
-4% -$39.5K 0.02% 647
2015
Q1 		$842K Sell
74,593
-219
-0.3% -$2.63K 0.01% 672
2014
Q4 		$962K Hold
74,812
– – 0.02% 706
2014
Q3 		$843K Buy
74,812
+6,983
+10% +$81.4K 0.01% 731
2014
Q2 		$727K Sell
67,829
-788
-1% -$8.26K 0.01% 777
2014
Q1 		$771K Buy
+68,617
New +$771K 0.01% 751

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NI
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LSV Asset Management
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Renaissance Technologies
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return