WA
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Whitebox Advisors’s Stoneridge SRI Stock Holding History

Whitebox 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
2014
Q3 		– Sell
-143,225
Closed -$1.53M – 436
2014
Q2 		$1.53M Buy
143,225
+56,029
+64% +$587K 0.06% 274
2014
Q1 		$979K Sell
87,196
-149,309
-63% -$1.68M 0.04% 300
2013
Q4 		$3.02M Buy
236,505
+66,105
+39% +$820K 0.13% 121
2013
Q3 		$1.84M Buy
170,400
+129,565
+317% +$1.6M 0.1% 145
2013
Q2 		$475K Buy
+40,835
New +$378K 0.02% 293

Other funds holding SRI

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return