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CA
SRC
Cetera Advisors’s
SPIRIT REALTY CAPITAL, INC.
SRC
Stock Holding History
Cetera Advisors’s Portfolio
SRC Stock Details
SRC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-3,409
Closed
-$136K
–
987
2018
Q3
$136K
Sell
3,409
-528
-13%
-$21.9K
0.01%
910
2018
Q2
$157K
Sell
3,937
-3,011
-43%
-$114K
0.01%
817
2018
Q1
$242K
Sell
6,948
-531
-7%
-$18.9K
0.01%
678
2017
Q4
$288K
Sell
7,479
-1,140
-13%
-$43.3K
0.02%
592
2017
Q3
$329K
Sell
8,619
-2,665
-24%
-$98.4K
0.02%
584
2017
Q2
$376K
Sell
11,284
-2,138
-16%
-$80.1K
0.02%
546
2017
Q1
$611K
Sell
13,422
-778
-5%
-$37.1K
0.04%
391
2016
Q4
$691K
Sell
14,200
-327
-2%
-$16.6K
0.05%
339
2016
Q3
$868K
Sell
14,527
-158
-1%
-$9.4K
0.07%
298
2016
Q2
$840K
Sell
14,685
-1,717
-10%
-$89.7K
0.07%
293
2016
Q1
$829K
Sell
16,402
-3,057
-16%
-$143K
0.07%
287
2015
Q4
$875K
Sell
19,459
-55
-0.3%
-$2.44K
0.07%
287
2015
Q3
$781K
Buy
19,514
+1,334
+7%
+$59K
0.07%
276
2015
Q2
$767K
Buy
18,180
+3,456
+23%
+$172K
0.07%
307
2015
Q1
$798K
Sell
14,724
-1,070
-7%
-$59.2K
0.07%
296
2014
Q4
$842K
Sell
15,794
-422
-3%
-$22K
0.08%
277
2014
Q3
$794K
Sell
16,216
-5,369
-25%
-$277K
0.06%
272
2014
Q2
$1.1M
Sell
21,585
-935
-4%
-$46.4K
0.12%
198
2014
Q1
$1.1M
Sell
22,520
-5,622
-20%
-$269K
0.15%
156
2013
Q4
$1.24M
Sell
28,142
-61,426
-69%
-$2.71M
0.18%
128
2013
Q3
$3.69M
Buy
+89,568
New
+$3.69M
0.66%
32
Other funds holding SRC
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
AL
AJO LP
Philadelphia, Pennsylvania
$199M AUM
109.68%
1-Year Est. Return
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SCM
Scopia Capital Management
New York
$146M AUM
25.93%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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