Schroder Investment Management Group
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Schroder Investment Management Group’s 1st Source SRCE Stock Holding History

Schroder Investment Management Group’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-550
Closed -$16K – 1507
2013
Q4 		$16K Sell
550
-1,100
-67% -$30.7K ﹤0.01% 1408
2013
Q3 		$40.4K Sell
1,650
-27,407
-94% -$667K ﹤0.01% 1352
2013
Q2 		$628K Buy
+29,057
New +$631K ﹤0.01% 1080

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schroder Investment Management Group's SRCE Position: Q1 2014 in Review

Schroder Investment Management Group sold out of 1st Source (SRCE) in Q1 2014, closing a stake of 550 shares — an estimated $16K sold.

Schroder Investment Management Group first reported a position in SRCE in Q2 2013 and held it in 3 quarters. The position peaked at $628K in Q2 2013. 94 funds tracked by Wall St. Rank hold SRCE as of Q1 2014.

  • Schroder Investment Management Group reported no remaining 1st Source position as of Q1 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 550 1st Source shares in Q1 2014, an estimated $16K.
  • Schroder Investment Management Group first reported a position in 1st Source in Q2 2013 and held it in 3 quarters.
  • Schroder Investment Management Group's 1st Source position peaked at $628K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held 1st Source as of Q1 2014.

Based on Schroder Investment Management Group's 13F filing for Q1 2014, filed 15 May 2014.