IA
SMTA

IFP Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

IFP Advisors’s Portfolio SMTA Stock Details SMTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$0 Sell
157
-560
-78% -$4.2K ﹤0.01% 3805
2018
Q4 		$5K Sell
717
-1,311
-65% -$13.3K ﹤0.01% 2896
2018
Q3 		$23K Hold
2,028
– – ﹤0.01% 2396
2018
Q2 		$21K Buy
+2,028
New +$20.2K ﹤0.01% 2453

Other funds holding SMTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return

IFP Advisors's SMTA Position: Q1 2019 in Review

IFP Advisors reduced its Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) stake by 78% in Q1 2019, selling an estimated $4.2K and leaving 157 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3805.

IFP Advisors first reported a position in SMTA in Q2 2018 and has held it in 4 quarters since. The position peaked at $23K in Q3 2018. 147 funds tracked by Wall St. Rank hold SMTA as of Q1 2019.

  • IFP Advisors held 157 shares of Spirit MTA REIT Common Shares of Beneficial Interest worth $0 as of Q1 2019.
  • IFP Advisors sold 560 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q1 2019, an estimated $4.2K.
  • Spirit MTA REIT Common Shares of Beneficial Interest made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #3805 holding.
  • IFP Advisors first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2018 and has held it in 4 quarters since.
  • IFP Advisors's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $23K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.