RNS
SRC

Robert N. Shapiro’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-1,104
Closed -$45K – 933
2013
Q3 		$45K Hold
1,104
– – 0.01% 617
2013
Q2 		$46K Buy
+1,104
New +$52.9K 0.01% 580

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AC
Axon Capital New York $69.3M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Robert N. Shapiro's SRC Position: Q4 2013 in Review

Robert N. Shapiro sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2013, closing a stake of 1,104 shares — an estimated $45K sold.

Robert N. Shapiro first reported a position in SRC in Q2 2013 and held it in 2 quarters. The position peaked at $46K in Q2 2013. 231 funds tracked by Wall St. Rank hold SRC as of Q4 2013.

  • Robert N. Shapiro reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 1,104 SPIRIT REALTY CAPITAL, INC. shares in Q4 2013, an estimated $45K.
  • Robert N. Shapiro first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's SPIRIT REALTY CAPITAL, INC. position peaked at $46K in Q2 2013.
  • 231 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.