CFA
SMTA

Clarfeld Financial Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Clarfeld Financial Advisors’s Portfolio SMTA Stock Details SMTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$0 Buy
+47
New +$476 ﹤0.01% 531

Other funds holding SMTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's SMTA Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q4 2018: 47 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings.

150 funds tracked by Wall St. Rank hold SMTA as of Q4 2018.

  • Clarfeld Financial Advisors held 47 shares of Spirit MTA REIT Common Shares of Beneficial Interest worth $0 as of Q4 2018.
  • Spirit MTA REIT Common Shares of Beneficial Interest was a new Clarfeld Financial Advisors position in Q4 2018.
  • Spirit MTA REIT Common Shares of Beneficial Interest made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #531 holding.
  • 150 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.