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Source Capital
SOR
SOR
44.98
USD
-0.01
0.02%
At close
Updated
Oct 15, 9:30 AM EDT
Pre-market
After hours
1 day
-0.02%
5 days
-0.49%
1 month
-2.34%
3 months
-3.23%
6 months
-3.27%
Year to date
-3.23%
1 year
-0.24%
5 years
-1.38%
10 years
25.05%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
BBPWM
51
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$142K | -3,888 | Closed |
|
| 52 |
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$59K | -1,620 | Closed |
|
| 53 |
53
Destination Wealth Management
Walnut Creek,
California
| – | -$45K | -1,226 | Closed |
|
| 54 |
54
JP Morgan Chase
New York
| – | -$4K | -116 | Closed |
|
| 55 |
RFA
55
Reilly Financial Advisors
La Mesa,
California
| – | -$1K | -29 | Closed |
|
| 56 |
56
Fidelity Investments
Boston,
Massachusetts
| – | +$36 | +1 | New |
|