WEC
SOR

Winslow Evans & Crocker’s Source Capital SOR Stock Holding History

Winslow Evans & Crocker’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-50
Closed -$3K – 1382
2013
Q4 		$3K Buy
+50
New +$3.2K ﹤0.01% 1240

Other funds holding SOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SRC
Stone Run Capital New York $254M AUM 12.86% 1-Year Est. Return

Winslow Evans & Crocker's SOR Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Source Capital (SOR) in Q1 2014, closing a stake of 50 shares — an estimated $3K sold.

Winslow Evans & Crocker first reported a position in SOR in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 49 funds tracked by Wall St. Rank hold SOR as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Source Capital position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 50 Source Capital shares in Q1 2014, an estimated $3K.
  • Winslow Evans & Crocker first reported a position in Source Capital in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Source Capital position peaked at $3K in Q4 2013.
  • 49 funds tracked by Wall St. Rank held Source Capital as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.