IWM
SREV

IHT Wealth Management’s ServiceSource International, Inc. SREV Stock Holding History

IHT Wealth Management’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
2018
Q1 		– Sell
-125
Closed – – 1784
2017
Q4 		$0 Hold
125
– – ﹤0.01% 1796
2017
Q3 		$0 Hold
125
– – ﹤0.01% 1550
2017
Q2 		$7 Hold
125
– – ﹤0.01% 1052
2017
Q1 		$0 Hold
125
– – ﹤0.01% 1335
2016
Q4 		$1K Buy
+125
New +$666 ﹤0.01% 1175

Other funds holding SREV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM

IHT Wealth Management's SREV Position: Q1 2018 in Review

IHT Wealth Management sold out of ServiceSource International, Inc. (SREV) in Q1 2018, closing a stake of 125 shares.

IHT Wealth Management first reported a position in SREV in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2016. 93 funds tracked by Wall St. Rank hold SREV as of Q1 2018.

  • IHT Wealth Management reported no remaining ServiceSource International, Inc. position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 125 ServiceSource International, Inc. shares in Q1 2018.
  • IHT Wealth Management first reported a position in ServiceSource International, Inc. in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's ServiceSource International, Inc. position peaked at $1K in Q4 2016.
  • 93 funds tracked by Wall St. Rank held ServiceSource International, Inc. as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.