LG
SRC

Leuthold Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Leuthold Group’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
2013
Q4 		– Sell
-8,344
Closed -$343K – 299
2013
Q3 		$343K Buy
+8,344
New +$343K 0.03% 290

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AC
Axon Capital New York $73.7M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Leuthold Group's SRC Position: Q4 2013 in Review

Leuthold Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2013, closing a stake of 8,344 shares — an estimated $343K sold.

Leuthold Group first reported a position in SRC in Q3 2013 and held it in 1 quarter. The position peaked at $343K in Q3 2013. 231 funds tracked by Wall St. Rank hold SRC as of Q4 2013.

  • Leuthold Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2013 after selling out during the quarter.
  • Leuthold Group sold 8,344 SPIRIT REALTY CAPITAL, INC. shares in Q4 2013, an estimated $343K.
  • Leuthold Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 1 quarter.
  • Leuthold Group's SPIRIT REALTY CAPITAL, INC. position peaked at $343K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2013.

Based on Leuthold Group's 13F filing for Q4 2013, filed 14 Feb 2014.