RBA
Richard Bernstein Advisors’s 1st Source SRCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,950
| Closed | -$255K | – | 258 |
|
|
2015
Q1 | $255K | Sell |
7,950
-45,432
| -85% | -$1.46M | 0.03% | 196 |
|
|
2014
Q4 | $1.83M | Hold |
53,382
| – | – | 0.19% | 149 |
|
|
2014
Q3 | $1.52M | Hold |
53,382
| – | – | 0.16% | 164 |
|
|
2014
Q2 | $1.64M | Hold |
53,382
| – | – | 0.19% | 158 |
|
|
2014
Q1 | $1.71M | Buy |
+53,382
| New | +$1.71M | 0.24% | 122 |
|