Advocacy Wealth Management Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Advocacy Wealth Management Services’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
2016 Q2	–	Sell	-2,885	Closed	-$146K	–	473
2016 Q1	$146K	Hold	2,885	–	–	0.1%	108
2015 Q4	$130K	Buy	+2,885	New	+$128K	0.15%	105

Other funds holding SRC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advocacy Wealth Management Services's SRC Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2016, closing a stake of 2,885 shares — an estimated $146K sold.

Advocacy Wealth Management Services first reported a position in SRC in Q4 2015 and held it in 2 quarters. The position peaked at $146K in Q1 2016. 264 funds tracked by Wall St. Rank hold SRC as of Q2 2016.

Advocacy Wealth Management Services reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,885 SPIRIT REALTY CAPITAL, INC. shares in Q2 2016, an estimated $146K.
Advocacy Wealth Management Services first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2015 and held it in 2 quarters.
Advocacy Wealth Management Services's SPIRIT REALTY CAPITAL, INC. position peaked at $146K in Q1 2016.
264 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.