FAIM
SRC

Financial Advocates Investment Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Financial Advocates Investment 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
-2,230
Closed -$78K – 515
2018
Q1 		$78K Buy
+2,230
New +$79.5K 0.01% 479

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 $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $91.8B AUM 38.24% 1-Year Est. Return

Financial Advocates Investment Management's SRC Position: Q2 2018 in Review

Financial Advocates Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2018, closing a stake of 2,230 shares — an estimated $78K sold.

Financial Advocates Investment Management first reported a position in SRC in Q1 2018 and held it in 1 quarter. The position peaked at $78K in Q1 2018. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2018.

  • Financial Advocates Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,230 SPIRIT REALTY CAPITAL, INC. shares in Q2 2018, an estimated $78K.
  • Financial Advocates Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $78K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2018.

Based on Financial Advocates Investment Management's 13F filing for Q2 2018, filed 9 Aug 2018.