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Tradewinds Capital Management’s Stoneridge SRI Stock Holding History

Tradewinds Capital 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
2014
Q2 		– Sell
-325
Closed -$4K – 642
2014
Q1 		$4K Hold
325
– – ﹤0.01% 488
2013
Q4 		$4K Buy
+325
New +$4.03K ﹤0.01% 466

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RCM
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SBH
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BIT
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tradewinds Capital Management's SRI Position: Q2 2014 in Review

Tradewinds Capital Management sold out of Stoneridge (SRI) in Q2 2014, closing a stake of 325 shares — an estimated $4K sold.

Tradewinds Capital Management first reported a position in SRI in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2014.

  • Tradewinds Capital Management reported no remaining Stoneridge position as of Q2 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 325 Stoneridge shares in Q2 2014, an estimated $4K.
  • Tradewinds Capital Management first reported a position in Stoneridge in Q4 2013 and held it in 2 quarters.
  • Tradewinds Capital Management's Stoneridge position peaked at $4K in Q1 2014.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2014.

Based on Tradewinds Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.