SWM
SRC

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

Sugarloaf 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
2020
Q1 		– Sell
-180
Closed -$9K – 751
2019
Q4 		$9K Buy
+180
New +$8.95K ﹤0.01% 484

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Sugarloaf Wealth Management's SRC Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2020, closing a stake of 180 shares — an estimated $9K sold.

Sugarloaf Wealth Management first reported a position in SRC in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 287 funds tracked by Wall St. Rank hold SRC as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 180 SPIRIT REALTY CAPITAL, INC. shares in Q1 2020, an estimated $9K.
  • Sugarloaf Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $9K in Q4 2019.
  • 287 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.