Boston Trust Walden’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Boston Trust Walden’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
2016 Q2	–	Sell	-11,206	Closed	-$565K	–	353
2016 Q1	$565K	Hold	11,206	–	–	0.01%	309
2015 Q4	$504K	Hold	11,206	–	–	0.01%	311
2015 Q3	$459K	Hold	11,206	–	–	0.01%	322
2015 Q2	$486K	Hold	11,206	–	–	0.01%	318
2015 Q1	$607K	Hold	11,206	–	–	0.01%	301
2014 Q4	$597K	Buy	+11,206	New	+$583K	0.01%	306

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Trust Walden's SRC Position: Q2 2016 in Review

Boston Trust Walden sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2016, closing a stake of 11,206 shares — an estimated $565K sold.

Boston Trust Walden first reported a position in SRC in Q4 2014 and held it in 6 quarters. The position peaked at $607K in Q1 2015. 264 funds tracked by Wall St. Rank hold SRC as of Q2 2016.

Boston Trust Walden reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2016 after selling out during the quarter.
Boston Trust Walden sold 11,206 SPIRIT REALTY CAPITAL, INC. shares in Q2 2016, an estimated $565K.
Boston Trust Walden first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2014 and held it in 6 quarters.
Boston Trust Walden's SPIRIT REALTY CAPITAL, INC. position peaked at $607K in Q1 2015.
264 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2016.

Based on Boston Trust Walden's 13F filing for Q2 2016, filed 9 Aug 2016.