Baird
SRC

Baird’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Baird’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
2013
Q4 		– Sell
-5,243
Closed -$216K – 1154
2013
Q3 		$216K Buy
+5,243
New +$216K ﹤0.01% 1011

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AC
Axon Capital New York $73.7M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Baird's SRC Position: Q4 2013 in Review

Baird sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2013, closing a stake of 5,243 shares — an estimated $216K sold.

Baird first reported a position in SRC in Q3 2013 and held it in 1 quarter. The position peaked at $216K in Q3 2013. 231 funds tracked by Wall St. Rank hold SRC as of Q4 2013.

  • Baird reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2013 after selling out during the quarter.
  • Baird sold 5,243 SPIRIT REALTY CAPITAL, INC. shares in Q4 2013, an estimated $216K.
  • Baird first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 1 quarter.
  • Baird's SPIRIT REALTY CAPITAL, INC. position peaked at $216K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2013.

Based on Baird's 13F filing for Q4 2013, filed 12 Feb 2014.