IWA
SRC

IBEX Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

IBEX Wealth Advisors’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
Q1 		– Sell
-4,460
Closed -$164K – 121
2017
Q4 		$164K Buy
+4,460
New +$169K 0.07% 89

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

IBEX Wealth Advisors's SRC Position: Q1 2018 in Review

IBEX Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2018, closing a stake of 4,460 shares — an estimated $164K sold.

IBEX Wealth Advisors first reported a position in SRC in Q4 2017 and held it in 1 quarter. The position peaked at $164K in Q4 2017. 270 funds tracked by Wall St. Rank hold SRC as of Q1 2018.

  • IBEX Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2018 after selling out during the quarter.
  • IBEX Wealth Advisors sold 4,460 SPIRIT REALTY CAPITAL, INC. shares in Q1 2018, an estimated $164K.
  • IBEX Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2017 and held it in 1 quarter.
  • IBEX Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $164K in Q4 2017.
  • 270 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2018.

Based on IBEX Wealth Advisors's 13F filing for Q1 2018, filed 13 Jun 2018.