Berman Capital Advisors’s SRC Energy Inc SRCI Stock Holding History

Berman Capital Advisors’s Portfolio SRCI Stock Details SRCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-288	Closed	-$1K	–	1792
2019 Q4	$1K	Buy	+288	New	+$1.09K	﹤0.01%	1444
2019 Q3	–	Sell	-939	Closed	-$4K	–	1664
2019 Q2	$4K	Sell	939 -154	-14%	-$838	﹤0.01%	1061
2019 Q1	$5K	Buy	1,093 +308	+39%	+$1.51K	﹤0.01%	895
2018 Q4	$3K	Buy	+785	New	+$5.25K	﹤0.01%	837

Other funds holding SRCI

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Berman Capital Advisors's SRCI Position: Q1 2020 in Review

Berman Capital Advisors sold out of SRC Energy Inc (SRCI) in Q1 2020, closing a stake of 288 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in SRCI in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 1 fund tracked by Wall St. Rank holds SRCI as of Q1 2020.

Berman Capital Advisors reported no remaining SRC Energy Inc position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 288 SRC Energy Inc shares in Q1 2020, an estimated $1K.
Berman Capital Advisors first reported a position in SRC Energy Inc in Q4 2018 and held it in 4 quarters.
Berman Capital Advisors's SRC Energy Inc position peaked at $5K in Q1 2019.
1 fund tracked by Wall St. Rank held SRC Energy Inc as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.