FM
SRC

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

Family 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
Q2 		– Sell
-8,265
Closed -$288K – 84
2018
Q1 		$288K Buy
+8,265
New +$295K 0.22% 50

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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Family Management's SRC Position: Q2 2018 in Review

Family Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2018, closing a stake of 8,265 shares — an estimated $288K sold.

Family Management first reported a position in SRC in Q1 2018 and held it in 1 quarter. The position peaked at $288K in Q1 2018. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2018.

  • Family Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2018 after selling out during the quarter.
  • Family Management sold 8,265 SPIRIT REALTY CAPITAL, INC. shares in Q2 2018, an estimated $288K.
  • Family Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2018 and held it in 1 quarter.
  • Family Management's SPIRIT REALTY CAPITAL, INC. position peaked at $288K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2018.

Based on Family Management's 13F filing for Q2 2018, filed 15 Aug 2018.