FHC
SRC

First Heartland Consultants’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

First Heartland Consultants’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
2013
Q4 		– Sell
-11,777
Closed -$486K – 244
2013
Q3 		$486K Buy
+11,777
New +$485K 0.29% 103

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AC
Axon Capital New York $73.7M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

First Heartland Consultants's SRC Position: Q4 2013 in Review

First Heartland Consultants sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2013, closing a stake of 11,777 shares — an estimated $486K sold.

First Heartland Consultants first reported a position in SRC in Q3 2013 and held it in 1 quarter. The position peaked at $486K in Q3 2013. 231 funds tracked by Wall St. Rank hold SRC as of Q4 2013.

  • First Heartland Consultants reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2013 after selling out during the quarter.
  • First Heartland Consultants sold 11,777 SPIRIT REALTY CAPITAL, INC. shares in Q4 2013, an estimated $486K.
  • First Heartland Consultants first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 1 quarter.
  • First Heartland Consultants's SPIRIT REALTY CAPITAL, INC. position peaked at $486K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2013.

Based on First Heartland Consultants's 13F filing for Q4 2013, filed 14 Feb 2014.