Jim Simons’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Jim Simons’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 Q4	–	Sell	-303,611	Closed	-$2.56M	–	3848
2019 Q3	$2.56M	Buy	303,611 +181,788	+149%	+$1.54M	﹤0.01%	2151
2019 Q2	$1.02M	Buy	+121,823	New	+$897K	﹤0.01%	2670
2018 Q4	–	Sell	-21,738	Closed	-$250K	–	3751
2018 Q3	$250K	Sell	21,738 -301,850	-93%	-$3.21M	﹤0.01%	3077
2018 Q2	$3.33M	Buy	+323,588	New	+$3.22M	﹤0.01%	2012

Other funds holding SMTA

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

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return

Jim Simons's SMTA Position: Q4 2019 in Review

Jim Simons sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q4 2019, closing a stake of 303,611 shares — an estimated $2.56M sold.

Jim Simons first reported a position in SMTA in Q2 2018 and held it in 4 quarters. The position peaked at $3.33M in Q2 2018. 60 funds tracked by Wall St. Rank hold SMTA as of Q4 2019.

Jim Simons reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q4 2019 after selling out during the quarter.
Jim Simons sold 303,611 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q4 2019, an estimated $2.56M.
Jim Simons first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q2 2018 and held it in 4 quarters.
Jim Simons's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $3.33M in Q2 2018.
60 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q4 2019.

Based on Renaissance Technologies's 13F filing for Q4 2019, filed 13 Feb 2020.