PWM
SRC

PRW Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

PRW Wealth Management’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
-150
Closed -$5K – 721
2019
Q1 		$5K Hold
150
– – ﹤0.01% 394
2018
Q4 		$5K Buy
+150
New +$5.78K 0.01% 390

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

PRW Wealth Management's SRC Position: Q2 2019 in Review

PRW Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2019, closing a stake of 150 shares — an estimated $5K sold.

PRW Wealth Management first reported a position in SRC in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 293 funds tracked by Wall St. Rank hold SRC as of Q2 2019.

  • PRW Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 150 SPIRIT REALTY CAPITAL, INC. shares in Q2 2019, an estimated $5K.
  • PRW Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $5K in Q1 2019.
  • 293 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.