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Berman Capital Advisors’s 1st Source SRCE Stock Holding History

Berman Capital Advisors’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Sell
36
-18
-33% -$820 ﹤0.01% 1955
2021
Q2 		$2K Buy
54
+30
+125% +$1.44K ﹤0.01% 1634
2021
Q1 		$1K Hold
24
– – ﹤0.01% 1694
2020
Q4 		$0 Hold
24
– – ﹤0.01% 1820
2020
Q3 		$0 Buy
24
+11
+85% +$371 ﹤0.01% 1759
2020
Q2 		$0 Buy
+13
New +$430 ﹤0.01% 1801

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's SRCE Position: Q3 2021 in Review

Berman Capital Advisors reduced its 1st Source (SRCE) stake by 33% in Q3 2021, selling an estimated $820 and leaving 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Berman Capital Advisors first reported a position in SRCE in Q2 2020 and has held it in 6 quarters since. The position peaked at $2K in Q2 2021. 136 funds tracked by Wall St. Rank hold SRCE as of Q3 2021.

  • Berman Capital Advisors held 36 shares of 1st Source worth $1K as of Q3 2021.
  • Berman Capital Advisors sold 18 1st Source shares in Q3 2021, an estimated $820.
  • 1st Source made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1955 holding.
  • Berman Capital Advisors first reported a position in 1st Source in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's 1st Source position peaked at $2K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held 1st Source as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.