SNC
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Stifel Nicolaus & Co’s Stoneridge SRI Stock Holding History

Stifel Nicolaus & Co’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 		$243K Hold
22,500
– – ﹤0.01% 1254
2013
Q2 		$262K Buy
+22,500
New +$208K ﹤0.01% 1146

Other funds holding SRI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
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 $6.98B AUM 34.78% 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

Stifel Nicolaus & Co's SRI Position: Q3 2013 in Review

Stifel Nicolaus & Co held its Stoneridge (SRI) position steady in Q3 2013 at 22,500 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Stifel Nicolaus & Co first reported a position in SRI in Q2 2013 and has held it in 2 quarters since. The position peaked at $262K in Q2 2013. 128 funds tracked by Wall St. Rank hold SRI as of Q3 2013.

  • Stifel Nicolaus & Co held 22,500 shares of Stoneridge worth $243K as of Q3 2013.
  • Stifel Nicolaus & Co left its Stoneridge share count unchanged in Q3 2013.
  • Stoneridge made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1254 holding.
  • Stifel Nicolaus & Co first reported a position in Stoneridge in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Stoneridge position peaked at $262K in Q2 2013.
  • 128 funds tracked by Wall St. Rank held Stoneridge as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.