DAS
SMTA

Dynamic Advisor Solutions’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Dynamic Advisor Solutions’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
2019
Q4 		– Sell
-14,816
Closed -$125K – 619
2019
Q3 		$125K Buy
14,816
+2,200
+17% +$18.6K 0.02% 494
2019
Q2 		$105K Buy
+12,616
New +$92.9K 0.02% 489

Other funds holding SMTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Dynamic Advisor Solutions's SMTA Position: Q4 2019 in Review

Dynamic Advisor Solutions sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q4 2019, closing a stake of 14,816 shares — an estimated $125K sold.

Dynamic Advisor Solutions first reported a position in SMTA in Q2 2019 and held it in 2 quarters. The position peaked at $125K in Q3 2019. 60 funds tracked by Wall St. Rank hold SMTA as of Q4 2019.

  • Dynamic Advisor Solutions reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q4 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,816 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q4 2019, an estimated $125K.
  • Dynamic Advisor Solutions first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $125K in Q3 2019.
  • 60 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q4 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2019, filed 4 Feb 2020.