AIM
SRC

Advantage Investment Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Advantage Investment Management’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-29
Closed -$1K – 1095
2017
Q3 		$1K Buy
+29
New +$1.07K ﹤0.01% 1008

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Advantage Investment Management's SRC Position: Q4 2017 in Review

Advantage Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2017, closing a stake of 29 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in SRC in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 275 funds tracked by Wall St. Rank hold SRC as of Q4 2017.

  • Advantage Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 29 SPIRIT REALTY CAPITAL, INC. shares in Q4 2017, an estimated $1K.
  • Advantage Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2017 and held it in 1 quarter.
  • Advantage Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $1K in Q3 2017.
  • 275 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.