WFG Advisors’s SRC Energy Inc SRCI Stock Holding History

WFG 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
2013 Q3	–	Sell	-89	Closed	-$1K	–	2293
2013 Q2	$1K	Buy	+89	New	+$606	﹤0.01%	2023

Other funds holding SRCI

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

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

Outfitter Advisors Mclean, Virginia $221M AUM 13.61% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFG Advisors's SRCI Position: Q3 2013 in Review

WFG Advisors sold out of SRC Energy Inc (SRCI) in Q3 2013, closing a stake of 89 shares — an estimated $1K sold.

WFG Advisors first reported a position in SRCI in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 110 funds tracked by Wall St. Rank hold SRCI as of Q3 2013.

WFG Advisors reported no remaining SRC Energy Inc position as of Q3 2013 after selling out during the quarter.
WFG Advisors sold 89 SRC Energy Inc shares in Q3 2013, an estimated $1K.
WFG Advisors first reported a position in SRC Energy Inc in Q2 2013 and held it in 1 quarter.
WFG Advisors's SRC Energy Inc position peaked at $1K in Q2 2013.
110 funds tracked by Wall St. Rank held SRC Energy Inc as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.