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Systematic Financial Management’s 1st Source SRCE Stock Holding History

Systematic Financial Management’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
2020
Q3 		– Sell
-7,490
Closed -$266K – 423
2020
Q2 		$266K Buy
7,490
+1,940
+35% +$64.2K 0.01% 412
2020
Q1 		$180K Sell
5,550
-3,350
-38% -$145K 0.01% 412
2019
Q4 		$462K Buy
8,900
+660
+8% +$33.2K 0.02% 430
2019
Q3 		$377K Sell
8,240
-4,010
-33% -$182K 0.02% 457
2019
Q2 		$568K Sell
12,250
-9,280
-43% -$425K 0.02% 511
2019
Q1 		$967K Sell
21,530
-5,290
-20% -$240K 0.03% 514
2018
Q4 		$1.08M Buy
26,820
+6,005
+29% +$280K 0.03% 438
2018
Q3 		$1.09M Sell
20,815
-5,245
-20% -$292K 0.03% 554
2018
Q2 		$1.39M Sell
26,060
-945
-3% -$50.4K 0.03% 415
2018
Q1 		$1.37M Buy
27,005
+4,930
+22% +$253K 0.03% 450
2017
Q4 		$1.09M Sell
22,075
-1,690
-7% -$85.8K 0.02% 529
2017
Q3 		$1.21M Sell
23,765
-7,975
-25% -$382K 0.02% 520
2017
Q2 		$1.52M Buy
+31,740
New +$1.5M 0.03% 524

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Systematic Financial Management's SRCE Position: Q3 2020 in Review

Systematic Financial Management sold out of 1st Source (SRCE) in Q3 2020, closing a stake of 7,490 shares — an estimated $266K sold.

Systematic Financial Management first reported a position in SRCE in Q2 2017 and held it in 13 quarters. The position peaked at $1.52M in Q2 2017. 117 funds tracked by Wall St. Rank hold SRCE as of Q3 2020.

  • Systematic Financial Management reported no remaining 1st Source position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 7,490 1st Source shares in Q3 2020, an estimated $266K.
  • Systematic Financial Management first reported a position in 1st Source in Q2 2017 and held it in 13 quarters.
  • Systematic Financial Management's 1st Source position peaked at $1.52M in Q2 2017.
  • 117 funds tracked by Wall St. Rank held 1st Source as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.