GWAG
SRC

Garrett Wealth Advisory Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-651
Closed -$31.2K – 674
2019
Q3 		$31.2K Buy
+651
New +$29.8K 0.02% 165

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garrett Wealth Advisory Group's SRC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2019, closing a stake of 651 shares — an estimated $31.2K sold.

Garrett Wealth Advisory Group first reported a position in SRC in Q3 2019 and held it in 1 quarter. The position peaked at $31.2K in Q3 2019. 346 funds tracked by Wall St. Rank hold SRC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 651 SPIRIT REALTY CAPITAL, INC. shares in Q4 2019, an estimated $31.2K.
  • Garrett Wealth Advisory Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's SPIRIT REALTY CAPITAL, INC. position peaked at $31.2K in Q3 2019.
  • 346 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.