Legg Mason’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Legg Mason’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	-929	Closed	-$38K	–	32
2018 Q3	$38K	Buy	+929	New	+$38.5K	2.25%	19

Other funds holding SRC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legg Mason's SRC Position: Q4 2018 in Review

Legg Mason sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2018, closing a stake of 929 shares — an estimated $38K sold.

Legg Mason first reported a position in SRC in Q3 2018 and held it in 1 quarter. The position peaked at $38K in Q3 2018. 254 funds tracked by Wall St. Rank hold SRC as of Q4 2018.

Legg Mason reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2018 after selling out during the quarter.
Legg Mason sold 929 SPIRIT REALTY CAPITAL, INC. shares in Q4 2018, an estimated $38K.
Legg Mason first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2018 and held it in 1 quarter.
Legg Mason's SPIRIT REALTY CAPITAL, INC. position peaked at $38K in Q3 2018.
254 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2018.

Based on Legg Mason's 13F filing for Q4 2018, filed 14 Feb 2019.