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 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

Evercore Wealth Management's SRC Position: Q4 2018 in Review

Evercore Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2018, closing a stake of 2,000 shares — an estimated $81K sold.

Evercore Wealth Management first reported a position in SRC in Q3 2013 and held it in 10 quarters. The position peaked at $353K in Q1 2015. 254 funds tracked by Wall St. Rank hold SRC as of Q4 2018.

Evercore Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,000 SPIRIT REALTY CAPITAL, INC. shares in Q4 2018, an estimated $81K.
Evercore Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 10 quarters.
Evercore Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $353K in Q1 2015.
254 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.