First Manhattan
SMTA

First Manhattan’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

First Manhattan’s Portfolio SMTA Stock Details SMTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,500
Closed -$17K – 1489
2018
Q4 		$17K Hold
2,500
– – ﹤0.01% 1096
2018
Q3 		$28K Hold
2,500
– – ﹤0.01% 1081
2018
Q2 		$25K Buy
+2,500
New +$24.9K ﹤0.01% 1069

Other funds holding SMTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return

First Manhattan's SMTA Position: Q1 2019 in Review

First Manhattan sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q1 2019, closing a stake of 2,500 shares — an estimated $17K sold.

First Manhattan first reported a position in SMTA in Q2 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 147 funds tracked by Wall St. Rank hold SMTA as of Q1 2019.

  • First Manhattan reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q1 2019 after selling out during the quarter.
  • First Manhattan sold 2,500 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q1 2019, an estimated $17K.
  • First Manhattan first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2018 and held it in 3 quarters.
  • First Manhattan's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $28K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q1 2019.

Based on First Manhattan's 13F filing for Q1 2019, filed 12 Apr 2019.