PFWA
SRC

Paces Ferry Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-7
Closed – – 1187
2020
Q3 		$0 Buy
+7
New +$244 ﹤0.01% 1273

Other funds holding SRC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Paces Ferry Wealth Advisors's SRC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2020, closing a stake of 7 shares.

Paces Ferry Wealth Advisors first reported a position in SRC in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 290 funds tracked by Wall St. Rank hold SRC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 7 SPIRIT REALTY CAPITAL, INC. shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $0 in Q3 2020.
  • 290 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.