KWA
SRC

KCS Wealth Advisory’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-1,867
Closed -$89.4K – 427
2019
Q3 		$89.4K Buy
+1,867
New +$85.5K 0.06% 207

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCS Wealth Advisory's SRC Position: Q4 2019 in Review

KCS Wealth Advisory sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2019, closing a stake of 1,867 shares — an estimated $89.4K sold.

KCS Wealth Advisory first reported a position in SRC in Q3 2019 and held it in 1 quarter. The position peaked at $89.4K in Q3 2019. 346 funds tracked by Wall St. Rank hold SRC as of Q4 2019.

  • KCS Wealth Advisory reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,867 SPIRIT REALTY CAPITAL, INC. shares in Q4 2019, an estimated $89.4K.
  • KCS Wealth Advisory first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's SPIRIT REALTY CAPITAL, INC. position peaked at $89.4K in Q3 2019.
  • 346 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.