CAC
SRC

Certified Advisory Corp’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Certified Advisory Corp’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
2018
Q2 		– Sell
-755
Closed -$26K – 802
2018
Q1 		$26K Sell
755
-245
-25% -$8.74K 0.02% 363
2017
Q4 		$38K Buy
+1,000
New +$38K 0.03% 270

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Certified Advisory Corp's SRC Position: Q2 2018 in Review

Certified Advisory Corp sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2018, closing a stake of 755 shares — an estimated $26K sold.

Certified Advisory Corp first reported a position in SRC in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q4 2017. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2018.

  • Certified Advisory Corp reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 755 SPIRIT REALTY CAPITAL, INC. shares in Q2 2018, an estimated $26K.
  • Certified Advisory Corp first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2017 and held it in 2 quarters.
  • Certified Advisory Corp's SPIRIT REALTY CAPITAL, INC. position peaked at $38K in Q4 2017.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2018.

Based on Certified Advisory Corp's 13F filing for Q2 2018, filed 14 Aug 2018.