FGC
SRCI

Financial Gravity Companies’s SRC Energy Inc SRCI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+196
New +$1.31K ﹤0.01% 1317
2018
Q1 		$171K Buy
15,505
+2,181
+16% +$19.9K 0.18% 122
2017
Q4 		$133K Buy
+13,324
New +$118K 0.15% 139

Other funds holding SRCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DBC
Deep Basin Capital Stamford, Connecticut $739M AUM 4.75% 1-Year Est. Return

Financial Gravity Companies's SRCI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in SRC Energy Inc (SRCI) in Q4 2018: 196 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SRCI as recently as Q1 2018.

Financial Gravity Companies first reported a position in SRCI in Q4 2017 and has held it in 3 quarters since. The position peaked at $171K in Q1 2018. 220 funds tracked by Wall St. Rank hold SRCI as of Q4 2018.

  • Financial Gravity Companies held 196 shares of SRC Energy Inc worth $1K as of Q4 2018.
  • SRC Energy Inc was a new Financial Gravity Companies position in Q4 2018.
  • SRC Energy Inc made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1317 holding.
  • Financial Gravity Companies first reported a position in SRC Energy Inc in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's SRC Energy Inc position peaked at $171K in Q1 2018.
  • 220 funds tracked by Wall St. Rank held SRC Energy Inc as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.