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

Evoke Wealth’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 Q4	–	Sell	-36	Closed	-$1.75K	–	1511
2019 Q3	$1.75K	Buy	+36	New	+$1.65K	﹤0.01%	1231

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evoke Wealth's SRC Position: Q4 2019 in Review

Evoke Wealth sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2019, closing a stake of 36 shares — an estimated $1.75K sold.

Evoke Wealth first reported a position in SRC in Q3 2019 and held it in 1 quarter. The position peaked at $1.75K in Q3 2019. 346 funds tracked by Wall St. Rank hold SRC as of Q4 2019.

Evoke Wealth reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2019 after selling out during the quarter.
Evoke Wealth sold 36 SPIRIT REALTY CAPITAL, INC. shares in Q4 2019, an estimated $1.75K.
Evoke Wealth first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2019 and held it in 1 quarter.
Evoke Wealth's SPIRIT REALTY CAPITAL, INC. position peaked at $1.75K in Q3 2019.
346 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.