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Wilmington Funds Management’s Stoneridge SRI Stock Holding History

Wilmington Funds 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 		$158K Hold
14,776
– – 0.02% 693
2014
Q1 		$166K Sell
14,776
-4,355
-23% -$49K 0.02% 707
2013
Q4 		$244K Sell
19,131
-2,097
-10% -$26K 0.02% 624
2013
Q3 		$229K Buy
+21,228
New +$262K 0.02% 646

Other funds holding SRI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wilmington Funds Management's SRI Position: Q2 2014 in Review

Wilmington Funds Management held its Stoneridge (SRI) position steady in Q2 2014 at 14,776 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #693.

Wilmington Funds Management first reported a position in SRI in Q3 2013 and has held it in 4 quarters since. The position peaked at $244K in Q4 2013. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2014.

  • Wilmington Funds Management held 14,776 shares of Stoneridge worth $158K as of Q2 2014.
  • Wilmington Funds Management left its Stoneridge share count unchanged in Q2 2014.
  • Stoneridge made up 0.02% of Wilmington Funds Management's portfolio in Q2 2014, its #693 holding.
  • Wilmington Funds Management first reported a position in Stoneridge in Q3 2013 and has held it in 4 quarters since.
  • Wilmington Funds Management's Stoneridge position peaked at $244K in Q4 2013.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.