LWS
SRC

Lucia Wealth Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-2,387
Closed -$92K – 198
2017
Q4 		$92K Buy
+2,387
New +$90.6K 0.04% 121

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

Lucia Wealth Services's SRC Position: Q1 2018 in Review

Lucia Wealth Services sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2018, closing a stake of 2,387 shares — an estimated $92K sold.

Lucia Wealth Services first reported a position in SRC in Q4 2017 and held it in 1 quarter. The position peaked at $92K in Q4 2017. 270 funds tracked by Wall St. Rank hold SRC as of Q1 2018.

  • Lucia Wealth Services reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 2,387 SPIRIT REALTY CAPITAL, INC. shares in Q1 2018, an estimated $92K.
  • Lucia Wealth Services first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2017 and held it in 1 quarter.
  • Lucia Wealth Services's SPIRIT REALTY CAPITAL, INC. position peaked at $92K in Q4 2017.
  • 270 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2018.

Based on Lucia Wealth Services's 13F filing for Q1 2018, filed 10 May 2018.