WI
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WBI Investments’s 1st Source SRCE Stock Holding History

WBI Investments’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
2018
Q2 		– Sell
-17,690
Closed -$895K – 297
2018
Q1 		$895K Buy
17,690
+1,681
+11% +$86.2K 0.05% 154
2017
Q4 		$792K Sell
16,009
-12,247
-43% -$622K 0.04% 216
2017
Q3 		$1.44M Hold
28,256
– – 0.06% 170
2017
Q2 		$1.35M Buy
+28,256
New +$1.33M 0.06% 192

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WBI Investments's SRCE Position: Q2 2018 in Review

WBI Investments sold out of 1st Source (SRCE) in Q2 2018, closing a stake of 17,690 shares — an estimated $895K sold.

WBI Investments first reported a position in SRCE in Q2 2017 and held it in 4 quarters. The position peaked at $1.44M in Q3 2017. 116 funds tracked by Wall St. Rank hold SRCE as of Q2 2018.

  • WBI Investments reported no remaining 1st Source position as of Q2 2018 after selling out during the quarter.
  • WBI Investments sold 17,690 1st Source shares in Q2 2018, an estimated $895K.
  • WBI Investments first reported a position in 1st Source in Q2 2017 and held it in 4 quarters.
  • WBI Investments's 1st Source position peaked at $1.44M in Q3 2017.
  • 116 funds tracked by Wall St. Rank held 1st Source as of Q2 2018.

Based on WBI Investments's 13F filing for Q2 2018, filed 9 Aug 2018.