WA
SRC

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

WFG Advisors’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
Q2 		$54K Buy
1,635
+1,412
+633% +$52.9K 0.01% 683
2017
Q1 		$10K Hold
223
– – ﹤0.01% 1089
2016
Q4 		$11K Sell
223
-379
-63% -$19.3K ﹤0.01% 1089
2016
Q3 		$36K Buy
602
+379
+170% +$22.5K 0.01% 787
2016
Q2 		$13K Sell
223
-22
-9% -$1.15K ﹤0.01% 1028
2016
Q1 		$12K Buy
245
+22
+10% +$1.03K ﹤0.01% 1018
2015
Q4 		$10K Sell
223
-750
-77% -$33.2K ﹤0.01% 1091
2015
Q3 		$40K Buy
+973
New +$43.1K 0.01% 711
2014
Q4 		– Sell
-1,285
Closed -$63K – 2270
2014
Q3 		$63K Sell
1,285
-89
-6% -$4.6K 0.01% 840
2014
Q2 		$70K Sell
1,374
-8,012
-85% -$398K 0.01% 787
2014
Q1 		$462K Sell
9,386
-9,206
-50% -$440K 0.09% 257
2013
Q4 		$820K Buy
+18,592
New +$820K 0.12% 204

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return