First New York Securities’s ServiceSource International, Inc. SREV Stock Holding History

First New York Securities’s Portfolio SREV Stock Details SREV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-15,000	Closed	-$126K	–	495
2013 Q4	$126K	Buy	+15,000	New	+$151K	0.08%	145

Other funds holding SREV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First New York Securities's SREV Position: Q1 2014 in Review

First New York Securities sold out of ServiceSource International, Inc. (SREV) in Q1 2014, closing a stake of 15,000 shares — an estimated $126K sold.

First New York Securities first reported a position in SREV in Q4 2013 and held it in 1 quarter. The position peaked at $126K in Q4 2013. 103 funds tracked by Wall St. Rank hold SREV as of Q1 2014.

First New York Securities reported no remaining ServiceSource International, Inc. position as of Q1 2014 after selling out during the quarter.
First New York Securities sold 15,000 ServiceSource International, Inc. shares in Q1 2014, an estimated $126K.
First New York Securities first reported a position in ServiceSource International, Inc. in Q4 2013 and held it in 1 quarter.
First New York Securities's ServiceSource International, Inc. position peaked at $126K in Q4 2013.
103 funds tracked by Wall St. Rank held ServiceSource International, Inc. as of Q1 2014.

Based on First New York Securities's 13F filing for Q1 2014, filed 15 May 2014.