JGC
SMTA

J. Goldman & Co’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

J. Goldman & Co’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
-168,115
Closed -$1.94M – 356
2018
Q3 		$1.94M Sell
168,115
-41,918
-20% -$446K 0.14% 155
2018
Q2 		$2.16M Buy
+210,033
New +$2.09M 0.11% 204

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 $1.52B AUM 36.54% 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 $2.3T AUM 54.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J. Goldman & Co's SMTA Position: Q4 2018 in Review

J. Goldman & Co sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q4 2018, closing a stake of 168,115 shares — an estimated $1.94M sold.

J. Goldman & Co first reported a position in SMTA in Q2 2018 and held it in 2 quarters. The position peaked at $2.16M in Q2 2018. 150 funds tracked by Wall St. Rank hold SMTA as of Q4 2018.

  • J. Goldman & Co reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q4 2018 after selling out during the quarter.
  • J. Goldman & Co sold 168,115 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q4 2018, an estimated $1.94M.
  • J. Goldman & Co first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2018 and held it in 2 quarters.
  • J. Goldman & Co's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $2.16M in Q2 2018.
  • 150 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q4 2018.

Based on J. Goldman & Co's 13F filing for Q4 2018, filed 14 Feb 2019.