United Capital Financial Advisors’s SRC Energy Inc SRCI Stock Holding History

United Capital 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
2018 Q2	–	Sell	-68,434	Closed	-$645K	–	1377
2018 Q1	$645K	Sell	68,434 -655	-0.9%	-$5.98K	﹤0.01%	889
2017 Q4	$589K	Sell	69,089 -21,345	-24%	-$188K	﹤0.01%	915
2017 Q3	$874K	Hold	90,434	–	–	0.01%	810
2017 Q2	$608K	Sell	90,434 -1,692	-2%	-$12.4K	0.01%	884
2017 Q1	$778K	Buy	92,126 +5,930	+7%	+$49.8K	0.01%	811
2016 Q4	$768K	Buy	86,196 +531	+0.6%	+$4.33K	0.01%	815
2016 Q3	$594K	Buy	85,665 +661	+0.8%	+$4.37K	0.01%	911
2016 Q2	$595K	Buy	85,004 +606	+0.7%	+$4.11K	0.01%	868
2016 Q1	$683K	Buy	+84,398	New	+$566K	0.01%	794

Other funds holding SRCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's SRCI Position: Q2 2018 in Review

United Capital Financial Advisors sold out of SRC Energy Inc (SRCI) in Q2 2018, closing a stake of 68,434 shares — an estimated $645K sold.

United Capital Financial Advisors first reported a position in SRCI in Q1 2016 and held it in 9 quarters. The position peaked at $874K in Q3 2017. 243 funds tracked by Wall St. Rank hold SRCI as of Q2 2018.

United Capital Financial Advisors reported no remaining SRC Energy Inc position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 68,434 SRC Energy Inc shares in Q2 2018, an estimated $645K.
United Capital Financial Advisors first reported a position in SRC Energy Inc in Q1 2016 and held it in 9 quarters.
United Capital Financial Advisors's SRC Energy Inc position peaked at $874K in Q3 2017.
243 funds tracked by Wall St. Rank held SRC Energy Inc as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.