BIM
SRC

BRC Investment Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

BRC Investment Management’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
Q3 		– Sell
-12,748
Closed -$730K – 214
2016
Q2 		$730K Buy
+12,748
New +$666K 0.13% 84

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 $63.2B AUM 17.15% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BRC Investment Management's SRC Position: Q3 2016 in Review

BRC Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2016, closing a stake of 12,748 shares — an estimated $730K sold.

BRC Investment Management first reported a position in SRC in Q2 2016 and held it in 1 quarter. The position peaked at $730K in Q2 2016. 270 funds tracked by Wall St. Rank hold SRC as of Q3 2016.

  • BRC Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2016 after selling out during the quarter.
  • BRC Investment Management sold 12,748 SPIRIT REALTY CAPITAL, INC. shares in Q3 2016, an estimated $730K.
  • BRC Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2016 and held it in 1 quarter.
  • BRC Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $730K in Q2 2016.
  • 270 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.