LPL Financial
SRCI

LPL Financial’s SRC Energy Inc SRCI Stock Holding History

LPL Financial’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
Q1 		– Sell
-16,320
Closed -$139K – 3286
2017
Q4 		$139K Buy
+16,320
New +$144K ﹤0.01% 2892
2016
Q4 		– Sell
-46,763
Closed -$298K – 2813
2016
Q3 		$298K Sell
46,763
-4,000
-8% -$26.4K ﹤0.01% 2124
2016
Q2 		$352K Sell
50,763
-50,763
-50% -$344K ﹤0.01% 1955
2016
Q1 		$752K Buy
+101,526
New +$681K ﹤0.01% 1882
2015
Q2 		– Sell
-12,100
Closed -$152K – 2972
2015
Q1 		$152K Buy
+12,100
New +$143K ﹤0.01% 2617
2014
Q3 		– Sell
-63,610
Closed -$843K – 2814
2014
Q2 		$843K Buy
+63,610
New +$736K ﹤0.01% 1450

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's SRCI Position: Q1 2018 in Review

LPL Financial sold out of SRC Energy Inc (SRCI) in Q1 2018, closing a stake of 16,320 shares — an estimated $139K sold.

LPL Financial first reported a position in SRCI in Q2 2014 and held it in 6 quarters. The position peaked at $843K in Q2 2014. 219 funds tracked by Wall St. Rank hold SRCI as of Q1 2018.

  • LPL Financial reported no remaining SRC Energy Inc position as of Q1 2018 after selling out during the quarter.
  • LPL Financial sold 16,320 SRC Energy Inc shares in Q1 2018, an estimated $139K.
  • LPL Financial first reported a position in SRC Energy Inc in Q2 2014 and held it in 6 quarters.
  • LPL Financial's SRC Energy Inc position peaked at $843K in Q2 2014.
  • 219 funds tracked by Wall St. Rank held SRC Energy Inc as of Q1 2018.

Based on LPL Financial's 13F filing for Q1 2018, filed 15 May 2018.