YWP
SRCI

YorkBridge Wealth Partners’s SRC Energy Inc SRCI Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-1,783
Closed -$16K – 786
2018
Q3 		$16K Buy
1,783
+30
+2% +$299 0.01% 567
2018
Q2 		$19K Buy
+1,753
New +$19.6K 0.01% 549

Other funds holding SRCI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DBC
Deep Basin Capital Stamford, Connecticut $739M AUM 4.75% 1-Year Est. Return

YorkBridge Wealth Partners's SRCI Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of SRC Energy Inc (SRCI) in Q4 2018, closing a stake of 1,783 shares — an estimated $16K sold.

YorkBridge Wealth Partners first reported a position in SRCI in Q2 2018 and held it in 2 quarters. The position peaked at $19K in Q2 2018. 220 funds tracked by Wall St. Rank hold SRCI as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining SRC Energy Inc position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,783 SRC Energy Inc shares in Q4 2018, an estimated $16K.
  • YorkBridge Wealth Partners first reported a position in SRC Energy Inc in Q2 2018 and held it in 2 quarters.
  • YorkBridge Wealth Partners's SRC Energy Inc position peaked at $19K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held SRC Energy Inc as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.