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Wealthspire Advisors (Maryland)’s 1st Source SRCE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-71
Closed -$4K – 2628
2017
Q4 		$4K Hold
71
– – ﹤0.01% 1920
2017
Q3 		$4K Buy
71
+18
+34% +$862 ﹤0.01% 1867
2017
Q2 		$3K Buy
+53
New +$2.5K ﹤0.01% 1917

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SRCE Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of 1st Source (SRCE) in Q1 2018, closing a stake of 71 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in SRCE in Q2 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 121 funds tracked by Wall St. Rank hold SRCE as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining 1st Source position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 71 1st Source shares in Q1 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in 1st Source in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s 1st Source position peaked at $4K in Q4 2017.
  • 121 funds tracked by Wall St. Rank held 1st Source as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.