Laird Norton Wetherby Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Laird Norton Wetherby Wealth 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
2018 Q4	–	Sell	-2,326	Closed	-$94K	–	686
2018 Q3	$94K	Sell	2,326 -180	-7%	-$7.46K	0.01%	659
2018 Q2	$101K	Sell	2,506 -549	-18%	-$20.9K	0.01%	630
2018 Q1	$106K	Sell	3,055 -98	-3%	-$3.5K	0.01%	632
2017 Q4	$121K	Buy	3,153 +109	+4%	+$4.14K	0.02%	624
2017 Q3	$117K	Buy	+3,044	New	+$112K	0.02%	601

Other funds holding SRC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's SRC Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2018, closing a stake of 2,326 shares — an estimated $94K sold.

Laird Norton Wetherby Wealth Management first reported a position in SRC in Q3 2017 and held it in 5 quarters. The position peaked at $121K in Q4 2017. 254 funds tracked by Wall St. Rank hold SRC as of Q4 2018.

Laird Norton Wetherby Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,326 SPIRIT REALTY CAPITAL, INC. shares in Q4 2018, an estimated $94K.
Laird Norton Wetherby Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2017 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $121K in Q4 2017.
254 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.