BRWA
SRC

B. Riley Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-2,112
Closed -$113 – 2096
2014
Q4 		$113 Buy
+2,112
New +$110K ﹤0.01% 1652

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

B. Riley Wealth Advisors's SRC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2015, closing a stake of 2,112 shares — an estimated $113 sold.

B. Riley Wealth Advisors first reported a position in SRC in Q4 2014 and held it in 1 quarter. The position peaked at $113 in Q4 2014. 262 funds tracked by Wall St. Rank hold SRC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,112 SPIRIT REALTY CAPITAL, INC. shares in Q1 2015, an estimated $113.
  • B. Riley Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $113 in Q4 2014.
  • 262 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.