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SPC
SRC
Sigma Planning Corp’s
SPIRIT REALTY CAPITAL, INC.
SRC
Stock Holding History
Sigma Planning Corp’s Portfolio
SRC Stock Details
SRC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-20,720
Closed
-$699K
–
1267
2020
Q3
$699K
Buy
20,720
+23
+0.1%
+$802
0.03%
499
2020
Q2
$721K
Buy
+20,697
New
+$627K
0.03%
472
2020
Q1
–
Sell
-6,442
Closed
-$317K
–
1130
2019
Q4
$317K
Buy
+6,442
New
+$320K
0.01%
771
2018
Q2
–
Sell
-5,118
Closed
-$178K
–
952
2018
Q1
$178K
Sell
5,118
-67
-1%
-$2.39K
0.01%
790
2017
Q4
$199K
Sell
5,185
-223
-4%
-$8.47K
0.02%
777
2017
Q3
$208K
Sell
5,408
-156
-3%
-$5.76K
0.02%
759
2017
Q2
$185K
Buy
5,564
+1,538
+38%
+$57.6K
0.02%
721
2017
Q1
$183K
Hold
4,026
–
–
0.02%
711
2016
Q4
$196K
Hold
4,026
–
–
0.02%
651
2016
Q3
$241K
Sell
4,026
-579
-13%
-$34.4K
0.03%
586
2016
Q2
$264K
Buy
4,605
+209
+5%
+$10.9K
0.03%
523
2016
Q1
$222K
Buy
4,396
+268
+6%
+$12.5K
0.03%
562
2015
Q4
$185K
Sell
4,128
-213
-5%
-$9.44K
0.03%
618
2015
Q3
$178K
Sell
4,341
-502
-10%
-$22.2K
0.03%
590
2015
Q2
$210K
Buy
4,843
+119
+3%
+$5.94K
0.03%
611
2015
Q1
$256K
Sell
4,724
-82
-2%
-$4.54K
0.03%
584
2014
Q4
$256K
Buy
+4,806
New
+$250K
0.03%
561
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1-Year Est. Return
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$9.63B AUM
11.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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