BCA
SMTA

Berman Capital Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Berman Capital Advisors’s Portfolio SMTA Stock Details SMTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-236
Closed -$1K – 1609
2019
Q3 		$1K Sell
236
-16
-6% -$135 ﹤0.01% 1424
2019
Q2 		$2K Sell
252
-16
-6% -$118 ﹤0.01% 1275
2019
Q1 		$1K Buy
268
+218
+436% +$1.63K ﹤0.01% 1320
2018
Q4 		$0 Buy
+50
New +$506 ﹤0.01% 1317

Other funds holding SMTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Berman Capital Advisors's SMTA Position: Q4 2019 in Review

Berman Capital Advisors sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q4 2019, closing a stake of 236 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in SMTA in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2019. 60 funds tracked by Wall St. Rank hold SMTA as of Q4 2019.

  • Berman Capital Advisors reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 236 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q4 2019, an estimated $1K.
  • Berman Capital Advisors first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q4 2018 and held it in 4 quarters.
  • Berman Capital Advisors's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $2K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.