Ladenburg Thalmann Financial Services’s 1st Source SRCE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SRCE Stock Details SRCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$7K	Buy	+149	New	+$7.49K	﹤0.01%	4652
2018 Q1	–	Sell	-159	Closed	-$8K	–	5194
2017 Q4	$8K	Hold	159	–	–	﹤0.01%	4320
2017 Q3	$8K	Hold	159	–	–	﹤0.01%	4187
2017 Q2	$8K	Hold	159	–	–	﹤0.01%	4144
2017 Q1	$7K	Hold	159	–	–	﹤0.01%	4177
2016 Q4	$6K	Hold	159	–	–	﹤0.01%	4150
2016 Q3	$6K	Buy	+159	New	+$5.45K	﹤0.01%	4088

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ladenburg Thalmann Financial Services's SRCE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in 1st Source (SRCE) in Q4 2019: 149 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #4652 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in SRCE as recently as Q4 2017.

Ladenburg Thalmann Financial Services first reported a position in SRCE in Q3 2016 and has held it in 7 quarters since. The position peaked at $8K in Q4 2017. 128 funds tracked by Wall St. Rank hold SRCE as of Q4 2019.

Ladenburg Thalmann Financial Services held 149 shares of 1st Source worth $7K as of Q4 2019.
1st Source was a new Ladenburg Thalmann Financial Services position in Q4 2019.
1st Source made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4652 holding.
Ladenburg Thalmann Financial Services first reported a position in 1st Source in Q3 2016 and has held it in 7 quarters since.
Ladenburg Thalmann Financial Services's 1st Source position peaked at $8K in Q4 2017.
128 funds tracked by Wall St. Rank held 1st Source as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.