Proficio Capital Partners’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-535	Closed	-$23K	–	1670
2019 Q2	$23K	Buy	535 +182	+52%	+$7.68K	0.01%	638
2019 Q1	$14K	Buy	+353	New	+$13.5K	0.01%	793
2017 Q1	–	Sell	-125	Closed	-$6K	–	1375
2016 Q4	$6K	Buy	+125	New	+$6.35K	﹤0.01%	728

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Proficio Capital Partners's SRC Position: Q3 2019 in Review

Proficio Capital Partners sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2019, closing a stake of 535 shares — an estimated $23K sold.

Proficio Capital Partners first reported a position in SRC in Q4 2016 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 316 funds tracked by Wall St. Rank hold SRC as of Q3 2019.

Proficio Capital Partners reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 535 SPIRIT REALTY CAPITAL, INC. shares in Q3 2019, an estimated $23K.
Proficio Capital Partners first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2016 and held it in 3 quarters.
Proficio Capital Partners's SPIRIT REALTY CAPITAL, INC. position peaked at $23K in Q2 2019.
316 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.