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Shepherd Kaplan Krochuk’s Stoneridge SRI Stock Holding History

Shepherd Kaplan Krochuk’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
2013
Q3 		– Sell
-23,249
Closed -$271K – 644
2013
Q2 		$271K Buy
+23,249
New +$215K 0.05% 324

Other funds holding SRI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Shepherd Kaplan Krochuk's SRI Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Stoneridge (SRI) in Q3 2013, closing a stake of 23,249 shares — an estimated $271K sold.

Shepherd Kaplan Krochuk first reported a position in SRI in Q2 2013 and held it in 1 quarter. The position peaked at $271K in Q2 2013. 128 funds tracked by Wall St. Rank hold SRI as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Stoneridge position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 23,249 Stoneridge shares in Q3 2013, an estimated $271K.
  • Shepherd Kaplan Krochuk first reported a position in Stoneridge in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Stoneridge position peaked at $271K in Q2 2013.
  • 128 funds tracked by Wall St. Rank held Stoneridge as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.