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FWM
SRC
Frontier Wealth Management’s
SPIRIT REALTY CAPITAL, INC.
SRC
Stock Holding History
Frontier Wealth Management’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
Q4
–
Sell
-4,963
Closed
-$200K
–
411
2018
Q3
$200K
Hold
4,963
–
–
0.02%
363
2018
Q2
$199K
Sell
4,963
-571
-10%
-$21.7K
0.03%
359
2018
Q1
$193K
Hold
5,534
–
–
0.03%
364
2017
Q4
$213K
Sell
5,534
-1,343
-20%
-$51K
0.03%
323
2017
Q3
$264K
Hold
6,877
–
–
0.04%
317
2017
Q2
$229K
Hold
6,877
–
–
0.04%
342
2017
Q1
$312K
Hold
6,877
–
–
0.05%
297
2016
Q4
$335K
Hold
6,877
–
–
0.05%
267
2016
Q3
$411K
Sell
6,877
-1,450
-17%
-$86.3K
0.06%
232
2016
Q2
$477K
Hold
8,327
–
–
0.08%
211
2016
Q1
$420K
Hold
8,327
–
–
0.04%
213
2015
Q4
$374K
Hold
8,327
–
–
0.06%
227
2015
Q3
$341K
Sell
8,327
-457
-5%
-$20.2K
0.05%
239
2015
Q2
$381K
Hold
8,784
–
–
0.06%
231
2015
Q1
$476K
Buy
8,784
+5,598
+176%
+$310K
0.08%
174
2014
Q4
$170K
Buy
+3,186
New
+$166K
0.03%
247
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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
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