AAM
SRC

Autus Asset Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Autus Asset 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
2014
Q1 		– Sell
-7,505
Closed -$331K – 119
2013
Q4 		$331K Sell
7,505
-37,316
-83% -$1.65M 0.13% 94
2013
Q3 		$1.84M Buy
+44,821
New +$1.84M 0.78% 41

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Autus Asset Management's SRC Position: Q1 2014 in Review

Autus Asset Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2014, closing a stake of 7,505 shares — an estimated $331K sold.

Autus Asset Management first reported a position in SRC in Q3 2013 and held it in 2 quarters. The position peaked at $1.84M in Q3 2013. 237 funds tracked by Wall St. Rank hold SRC as of Q1 2014.

  • Autus Asset Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2014 after selling out during the quarter.
  • Autus Asset Management sold 7,505 SPIRIT REALTY CAPITAL, INC. shares in Q1 2014, an estimated $331K.
  • Autus Asset Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 2 quarters.
  • Autus Asset Management's SPIRIT REALTY CAPITAL, INC. position peaked at $1.84M in Q3 2013.
  • 237 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2014.

Based on Autus Asset Management's 13F filing for Q1 2014, filed 25 Apr 2014.