OWD
SRC

Osborn Williams & Donohoe’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-610
Closed -$25K – 693
2019
Q1 		$25K Buy
+610
New +$23.3K ﹤0.01% 533

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Osborn Williams & Donohoe's SRC Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2019, closing a stake of 610 shares — an estimated $25K sold.

Osborn Williams & Donohoe first reported a position in SRC in Q1 2019 and held it in 1 quarter. The position peaked at $25K in Q1 2019. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 610 SPIRIT REALTY CAPITAL, INC. shares in Q2 2019, an estimated $25K.
  • Osborn Williams & Donohoe first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's SPIRIT REALTY CAPITAL, INC. position peaked at $25K in Q1 2019.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.