Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FAAS
SRC
First Allied Advisory Services’s
SPIRIT REALTY CAPITAL, INC.
SRC
Stock Holding History
First Allied Advisory Services’s Portfolio
SRC Stock Details
SRC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-5,607
Closed
-$218K
–
1522
2017
Q4
$218K
Sell
5,607
-2,142
-28%
-$81.3K
0.01%
1013
2017
Q3
$301K
Sell
7,749
-6,401
-45%
-$236K
0.01%
809
2017
Q2
$470K
Buy
14,150
+6,154
+77%
+$231K
0.02%
636
2017
Q1
$363K
Buy
7,996
+2
+0%
+$95
0.02%
709
2016
Q4
$389K
Buy
7,994
+431
+6%
+$21.9K
0.02%
680
2016
Q3
$452K
Buy
7,563
+621
+9%
+$36.9K
0.02%
602
2016
Q2
$397K
Sell
6,942
-5,835
-46%
-$305K
0.02%
631
2016
Q1
$644K
Buy
12,777
+4,322
+51%
+$202K
0.04%
471
2015
Q4
$379K
Buy
8,455
+251
+3%
+$11.1K
0.02%
691
2015
Q3
$336K
Buy
8,204
+205
+3%
+$9.07K
0.02%
696
2015
Q2
$349K
Sell
7,999
-9,638
-55%
-$481K
0.02%
765
2015
Q1
$953K
Sell
17,637
-3,669
-17%
-$203K
0.06%
358
2014
Q4
$1.14M
Sell
21,306
-372
-2%
-$19.4K
0.08%
291
2014
Q3
$1.07M
Sell
21,678
-1,981
-8%
-$102K
0.08%
277
2014
Q2
$1.21M
Sell
23,659
-1,177
-5%
-$58.5K
0.09%
263
2014
Q1
$1.22M
Sell
24,836
-9,849
-28%
-$471K
0.09%
250
2013
Q4
$1.53M
Sell
34,685
-44,866
-56%
-$1.98M
0.12%
207
2013
Q3
$3.28M
Buy
+79,551
New
+$3.27M
0.19%
135
Other funds holding SRC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
SCM
Scopia Capital Management
New York
$144M AUM
25.93%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
LPC
Long Pond Capital
New York
$978M AUM
16.49%
1-Year Est. Return
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
VCM
V3 Capital Management
Dallas, Texas
$33.4M AUM
5.9%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
KCM
Knighthead Capital Management
New York
$989M AUM
19.8%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close