IFAM
SMTA

Institutional & Family Asset Management’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Institutional & Family Asset Management’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
2018
Q4 		– Sell
-20
Closed – – 907
2018
Q3 		$0 Hold
20
– – ﹤0.01% 889
2018
Q2 		$0 Buy
+20
New +$199 ﹤0.01% 899

Other funds holding SMTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's SMTA Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q4 2018, closing a stake of 20 shares.

Institutional & Family Asset Management first reported a position in SMTA in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 150 funds tracked by Wall St. Rank hold SMTA as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 20 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q4 2018.
  • Institutional & Family Asset Management first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $0 in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.