Financial Partners Group (Kansas)’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Financial Partners Group (Kansas)’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
2020 Q1	–	Sell	-3,808	Closed	-$202K	–	88
2019 Q4	$202K	Sell	3,808 -677	-15%	-$33.7K	0.08%	79
2019 Q3	$215K	Buy	+4,485	New	+$205K	0.1%	73
2018 Q4	–	Sell	-7,480	Closed	-$301K	–	87
2018 Q3	$301K	Hold	7,480	–	–	0.2%	59
2018 Q2	$300K	Sell	7,480 -861	-10%	-$32.7K	0.22%	61
2018 Q1	$290K	Hold	8,341	–	–	0.23%	62
2017 Q4	$321K	Buy	+8,341	New	+$317K	0.25%	57

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Financial Partners Group (Kansas)'s SRC Position: Q1 2020 in Review

Financial Partners Group (Kansas) sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2020, closing a stake of 3,808 shares — an estimated $202K sold.

Financial Partners Group (Kansas) first reported a position in SRC in Q4 2017 and held it in 6 quarters. The position peaked at $321K in Q4 2017. 287 funds tracked by Wall St. Rank hold SRC as of Q1 2020.

Financial Partners Group (Kansas) reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2020 after selling out during the quarter.
Financial Partners Group (Kansas) sold 3,808 SPIRIT REALTY CAPITAL, INC. shares in Q1 2020, an estimated $202K.
Financial Partners Group (Kansas) first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2017 and held it in 6 quarters.
Financial Partners Group (Kansas)'s SPIRIT REALTY CAPITAL, INC. position peaked at $321K in Q4 2017.
287 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2020, filed 14 May 2020.