EWM
SRC

Evercore Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Evercore Wealth Management’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 		– Sell
-2,000
Closed -$81K – 422
2018
Q3 		$81K Buy
+2,000
New +$82.8K ﹤0.01% 417
2015
Q4 		– Sell
-6,521
Closed -$267K – 1077
2015
Q3 		$267K Hold
6,521
– – 0.01% 343
2015
Q2 		$283K Hold
6,521
– – 0.01% 367
2015
Q1 		$353K Hold
6,521
– – 0.02% 326
2014
Q4 		$348K Hold
6,521
– – 0.02% 295
2014
Q3 		$321K Hold
6,521
– – 0.02% 325
2014
Q2 		$332K Hold
6,521
– – 0.02% 322
2014
Q1 		$321K Hold
6,521
– – 0.02% 316
2013
Q4 		$287K Hold
6,521
– – 0.02% 332
2013
Q3 		$268K Buy
+6,521
New +$268K 0.02% 372

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return