FIM
SRCI

Freedom Investment Management’s SRC Energy Inc SRCI Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-112,734
Closed -$1.24M – 997
2018
Q2 		$1.24M Sell
112,734
-6,711
-6% -$74.9K 0.07% 286
2018
Q1 		$1.13M Sell
119,445
-25,338
-18% -$231K 0.06% 341
2017
Q4 		$1.24M Buy
144,783
+117,351
+428% +$1.03M 0.06% 283
2017
Q3 		$265K Buy
27,432
+3,182
+13% +$25.1K 0.01% 906
2017
Q2 		$163K Buy
24,250
+2,483
+11% +$18.2K 0.01% 1000
2017
Q1 		$184K Buy
21,767
+8,711
+67% +$73.1K 0.01% 978
2016
Q4 		$116K Buy
+13,056
New +$106K 0.01% 945

Other funds holding SRCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Freedom Investment Management's SRCI Position: Q3 2018 in Review

Freedom Investment Management sold out of SRC Energy Inc (SRCI) in Q3 2018, closing a stake of 112,734 shares — an estimated $1.24M sold.

Freedom Investment Management first reported a position in SRCI in Q4 2016 and held it in 7 quarters. The position peaked at $1.24M in Q2 2018. 229 funds tracked by Wall St. Rank hold SRCI as of Q3 2018.

  • Freedom Investment Management reported no remaining SRC Energy Inc position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 112,734 SRC Energy Inc shares in Q3 2018, an estimated $1.24M.
  • Freedom Investment Management first reported a position in SRC Energy Inc in Q4 2016 and held it in 7 quarters.
  • Freedom Investment Management's SRC Energy Inc position peaked at $1.24M in Q2 2018.
  • 229 funds tracked by Wall St. Rank held SRC Energy Inc as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.