MYIA
SRCI

Mount Yale Investment Advisors’s SRC Energy Inc SRCI Stock Holding History

Mount Yale Investment Advisors’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
2019
Q4 		– Sell
-14,494
Closed -$59K – 342
2019
Q3 		$59K Sell
14,494
-619
-4% -$2.8K 0.01% 301
2019
Q2 		$64K Buy
+15,113
New +$82.2K 0.01% 303
2018
Q3 		– Sell
-8,163
Closed -$90K – 1028
2018
Q2 		$90K Buy
+8,163
New +$91K 0.02% 499

Other funds holding SRCI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DBC
Deep Basin Capital Stamford, Connecticut $739M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mount Yale Investment Advisors's SRCI Position: Q4 2019 in Review

Mount Yale Investment Advisors sold out of SRC Energy Inc (SRCI) in Q4 2019, closing a stake of 14,494 shares — an estimated $59K sold.

Mount Yale Investment Advisors first reported a position in SRCI in Q2 2018 and held it in 3 quarters. The position peaked at $90K in Q2 2018. 214 funds tracked by Wall St. Rank hold SRCI as of Q4 2019.

  • Mount Yale Investment Advisors reported no remaining SRC Energy Inc position as of Q4 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 14,494 SRC Energy Inc shares in Q4 2019, an estimated $59K.
  • Mount Yale Investment Advisors first reported a position in SRC Energy Inc in Q2 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's SRC Energy Inc position peaked at $90K in Q2 2018.
  • 214 funds tracked by Wall St. Rank held SRC Energy Inc as of Q4 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.