LVW Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

LVW Advisors’s Portfolio SMTA Stock Details SMTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-305,100	Closed	-$234K	–	201
2019 Q4	$234K	Buy	+305,100	New	+$856K	0.05%	163

Other funds holding SMTA

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

LVW Advisors's SMTA Position: Q1 2020 in Review

LVW Advisors sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q1 2020, closing a stake of 305,100 shares — an estimated $234K sold.

LVW Advisors first reported a position in SMTA in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 2 funds tracked by Wall St. Rank hold SMTA as of Q1 2020.

LVW Advisors reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q1 2020 after selling out during the quarter.
LVW Advisors sold 305,100 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q1 2020, an estimated $234K.
LVW Advisors first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q4 2019 and held it in 1 quarter.
LVW Advisors's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $234K in Q4 2019.
2 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q1 2020.

Based on LVW Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.