GC
SRC

Grimes & Company’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Grimes & Company’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
-6,327
Closed -$260K – 147
2013
Q3 		$260K Buy
+6,327
New +$260K 0.09% 107

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
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
CS
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

Grimes & Company's SRC Position: Q4 2013 in Review

Grimes & Company sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2013, closing a stake of 6,327 shares — an estimated $260K sold.

Grimes & Company first reported a position in SRC in Q3 2013 and held it in 1 quarter. The position peaked at $260K in Q3 2013. 231 funds tracked by Wall St. Rank hold SRC as of Q4 2013.

  • Grimes & Company reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2013 after selling out during the quarter.
  • Grimes & Company sold 6,327 SPIRIT REALTY CAPITAL, INC. shares in Q4 2013, an estimated $260K.
  • Grimes & Company first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 1 quarter.
  • Grimes & Company's SPIRIT REALTY CAPITAL, INC. position peaked at $260K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2013.

Based on Grimes & Company's 13F filing for Q4 2013, filed 3 Feb 2014.