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

Foresters 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 Q3	–	Sell	-147	Closed	-$6K	–	422
2018 Q2	$6K	Sell	147 -4,536	-97%	-$172K	﹤0.01%	376
2018 Q1	$163K	Hold	4,683	–	–	﹤0.01%	364
2017 Q4	$180K	Hold	4,683	–	–	﹤0.01%	507
2017 Q3	$180K	Sell	4,683 -16,569	-78%	-$612K	﹤0.01%	487
2017 Q2	$706K	Buy	21,252 +10,278	+94%	+$385K	0.01%	350
2017 Q1	$498K	Buy	10,974 +4,605	+72%	+$219K	0.01%	341
2016 Q4	$304K	Buy	6,369 +4,159	+188%	+$211K	0.01%	350
2016 Q3	$132K	Hold	2,210	–	–	﹤0.01%	348
2016 Q2	$127K	Buy	+2,210	New	+$115K	﹤0.01%	347

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

KCM

Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Foresters Investment Management's SRC Position: Q3 2018 in Review

Foresters Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2018, closing a stake of 147 shares — an estimated $6K sold.

Foresters Investment Management first reported a position in SRC in Q2 2016 and held it in 9 quarters. The position peaked at $706K in Q2 2017. 283 funds tracked by Wall St. Rank hold SRC as of Q3 2018.

Foresters Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2018 after selling out during the quarter.
Foresters Investment Management sold 147 SPIRIT REALTY CAPITAL, INC. shares in Q3 2018, an estimated $6K.
Foresters Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2016 and held it in 9 quarters.
Foresters Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $706K in Q2 2017.
283 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.