CCWA
SRC

CLA (CliftonLarsonAllen) Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2013
Q4 		– Sell
-13,391
Closed -$551K – 85
2013
Q3 		$551K Buy
+13,391
New +$551K 0.15% 65

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AC
Axon Capital New York $69.3M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SRC Position: Q4 2013 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2013, closing a stake of 13,391 shares — an estimated $551K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SRC in Q3 2013 and held it in 1 quarter. The position peaked at $551K in Q3 2013. 231 funds tracked by Wall St. Rank hold SRC as of Q4 2013.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2013 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 13,391 SPIRIT REALTY CAPITAL, INC. shares in Q4 2013, an estimated $551K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $551K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2013.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.