LWAC
SRC

Laurel Wealth Advisors (California)’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Laurel Wealth Advisors (California)’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
2020
Q1 		– Sell
-4,549
Closed -$224K – 454
2019
Q4 		$224K Hold
4,549
– – 0.04% 419
2019
Q3 		$218K Buy
+4,549
New +$208K 0.04% 419

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SRC Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2020, closing a stake of 4,549 shares — an estimated $224K sold.

Laurel Wealth Advisors (California) first reported a position in SRC in Q3 2019 and held it in 2 quarters. The position peaked at $224K in Q4 2019. 287 funds tracked by Wall St. Rank hold SRC as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,549 SPIRIT REALTY CAPITAL, INC. shares in Q1 2020, an estimated $224K.
  • Laurel Wealth Advisors (California) first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2019 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s SPIRIT REALTY CAPITAL, INC. position peaked at $224K in Q4 2019.
  • 287 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.