DLG
SRC

Daniel L. Goodwin’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Daniel L. Goodwin’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
2019
Q2 		– Sell
-12,700
Closed -$505K – 95
2019
Q1 		$505K Hold
12,700
– – 0.23% 52
2018
Q4 		$98K Sell
12,700
-1
-0% -$39 0.05% 90
2018
Q3 		$511K Hold
12,701
– – 0.24% 53
2018
Q2 		$510K Sell
12,701
-1,460
-10% -$55.5K 0.24% 53
2018
Q1 		$493K Sell
14,161
-223
-2% -$7.95K 0.24% 51
2017
Q4 		$553K Sell
14,384
-223
-2% -$8.47K 0.24% 50
2017
Q3 		$561K Sell
14,607
-446
-3% -$16.5K 0.25% 48
2017
Q2 		$500K Buy
15,053
+11,150
+286% +$418K 0.23% 54
2017
Q1 		$178K Hold
3,903
– – 0.07% 81
2016
Q4 		$190K Hold
3,903
– – 0.08% 79
2016
Q3 		$233K Hold
3,903
– – 0.08% 88
2016
Q2 		$224K Hold
3,903
– – 0.07% 89
2016
Q1 		$197K Hold
3,903
– – 0.05% 88
2015
Q4 		$175K Sell
3,903
-669
-15% -$29.6K 0.04% 94
2015
Q3 		$188K Hold
4,572
– – 0.05% 89
2015
Q2 		$199K Sell
4,572
-4,906
-52% -$245K 0.05% 90
2015
Q1 		$513K Hold
9,478
– – 0.11% 68
2014
Q4 		$505K Hold
9,478
– – 0.09% 73
2014
Q3 		$467K Sell
9,478
-14,495
-60% -$749K 0.1% 68
2014
Q2 		$1.22M Sell
23,973
-3,345
-12% -$166K 0.22% 39
2014
Q1 		$1.34M Hold
27,318
– – 0.24% 37
2013
Q4 		$1.2M Hold
27,318
– – 0.23% 40
2013
Q3 		$1.13M Buy
+27,318
New +$1.12M 0.23% 42

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Daniel L. Goodwin's SRC Position: Q2 2019 in Review

Daniel L. Goodwin sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2019, closing a stake of 12,700 shares — an estimated $505K sold.

Daniel L. Goodwin first reported a position in SRC in Q3 2013 and held it in 23 quarters. The position peaked at $1.34M in Q1 2014. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2019.

  • Daniel L. Goodwin reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2019 after selling out during the quarter.
  • Daniel L. Goodwin sold 12,700 SPIRIT REALTY CAPITAL, INC. shares in Q2 2019, an estimated $505K.
  • Daniel L. Goodwin first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 23 quarters.
  • Daniel L. Goodwin's SPIRIT REALTY CAPITAL, INC. position peaked at $1.34M in Q1 2014.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2019.

Based on Daniel L. Goodwin's 13F filing for Q2 2019, filed 24 Jul 2019.