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Simplicity Solutions’s 1st Source SRCE Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-20,846
Closed -$644K – 481
2015
Q4 		$644K Buy
+20,846
New +$668K 0.08% 376

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's SRCE Position: Q1 2016 in Review

Simplicity Solutions sold out of 1st Source (SRCE) in Q1 2016, closing a stake of 20,846 shares — an estimated $644K sold.

Simplicity Solutions first reported a position in SRCE in Q4 2015 and held it in 1 quarter. The position peaked at $644K in Q4 2015. 96 funds tracked by Wall St. Rank hold SRCE as of Q1 2016.

  • Simplicity Solutions reported no remaining 1st Source position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 20,846 1st Source shares in Q1 2016, an estimated $644K.
  • Simplicity Solutions first reported a position in 1st Source in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's 1st Source position peaked at $644K in Q4 2015.
  • 96 funds tracked by Wall St. Rank held 1st Source as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.