Institutional & Family Asset Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Institutional & Family Asset 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
2019 Q3	–	Sell	-68	Closed	-$3K	–	896
2019 Q2	$3K	Hold	68	–	–	﹤0.01%	680
2019 Q1	$3K	Hold	68	–	–	﹤0.01%	680
2018 Q4	$2K	Sell	68 -1	-1%	-$39	﹤0.01%	721
2018 Q3	$3K	Buy	69 +28	+68%	+$1.16K	﹤0.01%	704
2018 Q2	$2K	Sell	41 -5	-11%	-$190	﹤0.01%	750
2018 Q1	$2K	Buy	+46	New	+$1.64K	﹤0.01%	738

Other funds holding SRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Institutional & Family Asset Management's SRC Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2019, closing a stake of 68 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in SRC in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2019. 316 funds tracked by Wall St. Rank hold SRC as of Q3 2019.

Institutional & Family Asset Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 68 SPIRIT REALTY CAPITAL, INC. shares in Q3 2019, an estimated $3K.
Institutional & Family Asset Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2018 and held it in 6 quarters.
Institutional & Family Asset Management's SPIRIT REALTY CAPITAL, INC. position peaked at $3K in Q2 2019.
316 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.