Dimensional Fund Advisors
SMTA

Dimensional Fund Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Dimensional Fund 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
2020
Q1 		– Sell
-714,367
Closed -$548K – 3442
2019
Q4 		$548K Sell
714,367
-3,396
-0.5% -$9.53K ﹤0.01% 3124
2019
Q3 		$6.06M Sell
717,763
-4,246
-0.6% -$35.9K ﹤0.01% 2539
2019
Q2 		$6.02M Sell
722,009
-20,416
-3% -$150K ﹤0.01% 2583
2019
Q1 		$4.82M Hold
742,425
– – ﹤0.01% 2655
2018
Q4 		$5.29M Sell
742,425
-8,277
-1% -$83.8K ﹤0.01% 2589
2018
Q3 		$8.65M Sell
750,702
-2,593
-0.3% -$27.6K ﹤0.01% 2496
2018
Q2 		$7.76M Buy
+753,295
New +$7.5M ﹤0.01% 2516

Other funds holding SMTA

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Dimensional Fund Advisors's SMTA Position: Q1 2020 in Review

Dimensional Fund Advisors sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q1 2020, closing a stake of 714,367 shares — an estimated $548K sold.

Dimensional Fund Advisors first reported a position in SMTA in Q2 2018 and held it in 7 quarters. The position peaked at $8.65M in Q3 2018. 2 funds tracked by Wall St. Rank hold SMTA as of Q1 2020.

  • Dimensional Fund Advisors reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q1 2020 after selling out during the quarter.
  • Dimensional Fund Advisors sold 714,367 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q1 2020, an estimated $548K.
  • Dimensional Fund Advisors first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2018 and held it in 7 quarters.
  • Dimensional Fund Advisors's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $8.65M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q1 2020.

Based on Dimensional Fund Advisors's 13F filing for Q1 2020, filed 14 May 2020.