APP
SRC

Avantax Planning Partners’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-19
Closed -$1K – 1584
2018
Q1 		$1K Buy
+19
New +$678 ﹤0.01% 1782

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Avantax Planning Partners's SRC Position: Q2 2018 in Review

Avantax Planning Partners sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2018, closing a stake of 19 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in SRC in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2018.

  • Avantax Planning Partners reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 19 SPIRIT REALTY CAPITAL, INC. shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's SPIRIT REALTY CAPITAL, INC. position peaked at $1K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.