Stanford Investment Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-1,074	Closed	-$52K	–	317
2016 Q4	$52K	Hold	1,074	–	–	0.03%	140
2016 Q3	$64K	Sell	1,074 -167	-13%	-$9.93K	0.03%	120
2016 Q2	$71K	Sell	1,241 -97	-7%	-$5.07K	0.04%	112
2016 Q1	$68K	Hold	1,338	–	–	0.04%	112
2015 Q4	$60K	Hold	1,338	–	–	0.03%	117
2015 Q3	$55K	Hold	1,338	–	–	0.04%	118
2015 Q2	$58K	Hold	1,338	–	–	0.04%	120
2015 Q1	$72K	Hold	1,338	–	–	0.06%	107
2014 Q4	$71K	Buy	+1,338	New	+$69.6K	0.06%	112

Other funds holding SRC

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stanford Investment Group's SRC Position: Q1 2017 in Review

Stanford Investment Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2017, closing a stake of 1,074 shares — an estimated $52K sold.

Stanford Investment Group first reported a position in SRC in Q4 2014 and held it in 9 quarters. The position peaked at $72K in Q1 2015. 282 funds tracked by Wall St. Rank hold SRC as of Q1 2017.

Stanford Investment Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,074 SPIRIT REALTY CAPITAL, INC. shares in Q1 2017, an estimated $52K.
Stanford Investment Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's SPIRIT REALTY CAPITAL, INC. position peaked at $72K in Q1 2015.
282 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.