Gupta Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Gupta Wealth 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
2016 Q1	$39K	Hold	774	–	–	0.01%	485
2015 Q4	$35K	Buy	774 +14	+2%	+$620	0.01%	510
2015 Q3	$31K	Buy	760 +12	+2%	+$531	0.01%	566
2015 Q2	$32K	Buy	748 +11	+1%	+$549	0.01%	603
2015 Q1	$40K	Buy	+737	New	+$40.8K	0.01%	444

Other funds holding SRC

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

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

Gupta Wealth Management's SRC Position: Q1 2016 in Review

Gupta Wealth Management held its SPIRIT REALTY CAPITAL, INC. (SRC) position steady in Q1 2016 at 774 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #485.

Gupta Wealth Management first reported a position in SRC in Q1 2015 and has held it in 5 quarters since. The position peaked at $40K in Q1 2015. 267 funds tracked by Wall St. Rank hold SRC as of Q1 2016.

Gupta Wealth Management held 774 shares of SPIRIT REALTY CAPITAL, INC. worth $39K as of Q1 2016.
Gupta Wealth Management left its SPIRIT REALTY CAPITAL, INC. share count unchanged in Q1 2016.
SPIRIT REALTY CAPITAL, INC. made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #485 holding.
Gupta Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $40K in Q1 2015.
267 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.