PMFA
SRCI

Plante Moran Financial Advisors’s SRC Energy Inc SRCI Stock Holding History

Plante Moran Financial 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
2016
Q1 		– Sell
-450
Closed -$4K – 1098
2015
Q4 		$4K Buy
+450
New +$4.86K ﹤0.01% 796

Other funds holding SRCI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Plante Moran Financial Advisors's SRCI Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of SRC Energy Inc (SRCI) in Q1 2016, closing a stake of 450 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in SRCI in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 174 funds tracked by Wall St. Rank hold SRCI as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining SRC Energy Inc position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 450 SRC Energy Inc shares in Q1 2016, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in SRC Energy Inc in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's SRC Energy Inc position peaked at $4K in Q4 2015.
  • 174 funds tracked by Wall St. Rank held SRC Energy Inc as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.