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

WealthStone’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
2019 Q3	–	Sell	-1,962	Closed	-$83.7K	–	636
2019 Q2	$83.7K	Buy	+1,962	New	+$82.8K	0.04%	157

Other funds holding SRC

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

WealthStone's SRC Position: Q3 2019 in Review

WealthStone sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2019, closing a stake of 1,962 shares — an estimated $83.7K sold.

WealthStone first reported a position in SRC in Q2 2019 and held it in 1 quarter. The position peaked at $83.7K in Q2 2019. 316 funds tracked by Wall St. Rank hold SRC as of Q3 2019.

WealthStone reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2019 after selling out during the quarter.
WealthStone sold 1,962 SPIRIT REALTY CAPITAL, INC. shares in Q3 2019, an estimated $83.7K.
WealthStone first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2019 and held it in 1 quarter.
WealthStone's SPIRIT REALTY CAPITAL, INC. position peaked at $83.7K in Q2 2019.
316 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.