O'Brien Wealth Partners’s ServiceSource International, Inc. SREV Stock Holding History

O'Brien Wealth Partners’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 Q4	–	Sell	-1,000	Closed	-$3K	–	212
2018 Q3	$3K	Hold	1,000	–	–	﹤0.01%	194
2018 Q2	$4K	Hold	1,000	–	–	﹤0.01%	78
2018 Q1	$4K	Buy	+1,000	New	+$3.58K	﹤0.01%	152

Other funds holding SREV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SAM

Silverback Asset Management Chapel Hill, North Carolina $925M AUM 74.97% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

O'Brien Wealth Partners's SREV Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of ServiceSource International, Inc. (SREV) in Q4 2018, closing a stake of 1,000 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in SREV in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 99 funds tracked by Wall St. Rank hold SREV as of Q4 2018.

O'Brien Wealth Partners reported no remaining ServiceSource International, Inc. position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 1,000 ServiceSource International, Inc. shares in Q4 2018, an estimated $3K.
O'Brien Wealth Partners first reported a position in ServiceSource International, Inc. in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's ServiceSource International, Inc. position peaked at $4K in Q2 2018.
99 funds tracked by Wall St. Rank held ServiceSource International, Inc. as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.