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WFG Advisors’s Stoneridge SRI Stock Holding History

WFG Advisors’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
Q2 		$22K Buy
+1,460
New +$24.5K 0.01% 932

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

WFG Advisors's SRI Position: Q2 2017 in Review

WFG Advisors opened a new position in Stoneridge (SRI) in Q2 2017: 1,460 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings.

141 funds tracked by Wall St. Rank hold SRI as of Q2 2017.

  • WFG Advisors held 1,460 shares of Stoneridge worth $22K as of Q2 2017.
  • Stoneridge was a new WFG Advisors position in Q2 2017.
  • Stoneridge made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #932 holding.
  • 141 funds tracked by Wall St. Rank held Stoneridge as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.