RPg Family Wealth Advisory’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

RPg Family Wealth Advisory’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
2017 Q2	–	Sell	-223	Closed	-$10.1K	–	318
2017 Q1	$10.1K	Buy	+223	New	+$10.6K	0.01%	263
2016 Q3	–	Sell	-223	Closed	-$12.8K	–	277
2016 Q2	$12.8K	Hold	223	–	–	0.01%	235
2016 Q1	$11.3K	Hold	223	–	–	0.01%	242
2015 Q4	$10K	Buy	+223	New	+$9.88K	0.01%	194

Other funds holding SRC

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

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return

RPg Family Wealth Advisory's SRC Position: Q2 2017 in Review

RPg Family Wealth Advisory sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2017, closing a stake of 223 shares — an estimated $10.1K sold.

RPg Family Wealth Advisory first reported a position in SRC in Q4 2015 and held it in 4 quarters. The position peaked at $12.8K in Q2 2016. 270 funds tracked by Wall St. Rank hold SRC as of Q2 2017.

RPg Family Wealth Advisory reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2017 after selling out during the quarter.
RPg Family Wealth Advisory sold 223 SPIRIT REALTY CAPITAL, INC. shares in Q2 2017, an estimated $10.1K.
RPg Family Wealth Advisory first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2015 and held it in 4 quarters.
RPg Family Wealth Advisory's SPIRIT REALTY CAPITAL, INC. position peaked at $12.8K in Q2 2016.
270 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2017, filed 14 Aug 2017.