Clarfeld Financial Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Clarfeld Financial 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
2018 Q4	$3K	Buy	+94	New	+$3.62K	﹤0.01%	422

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Clarfeld Financial Advisors opened a new position in SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2018: 94 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

254 funds tracked by Wall St. Rank hold SRC as of Q4 2018.

Clarfeld Financial Advisors held 94 shares of SPIRIT REALTY CAPITAL, INC. worth $3K as of Q4 2018.
SPIRIT REALTY CAPITAL, INC. was a new Clarfeld Financial Advisors position in Q4 2018.
SPIRIT REALTY CAPITAL, INC. made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #422 holding.
254 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2018.

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