UBS Group
SRC

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

UBS 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
2020
Q3 		– Sell
-21,400
Closed -$746K – 8538
2020
Q2 		$746K Buy
+21,400
New +$648K ﹤0.01% 3778
2018
Q1 		– Sell
-8,875
Closed -$341K – 8260
2017
Q4 		$341K Buy
+8,875
New +$337K ﹤0.01% 4556
2015
Q4 		– Sell
-4,460
Closed -$183K – 8639
2015
Q3 		$183K Buy
+4,460
New +$197K ﹤0.01% 4709

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return