AIA
SRC

Alera Investment Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-35
Closed -$1K – 1081
2019
Q1 		$1K Buy
+35
New +$1.33K ﹤0.01% 1124

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Alera Investment Advisors's SRC Position: Q2 2019 in Review

Alera Investment Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2019, closing a stake of 35 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in SRC in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2019.

  • Alera Investment Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 35 SPIRIT REALTY CAPITAL, INC. shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $1K in Q1 2019.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.