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

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

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

HVCM

HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

LIMS

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MAC

Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return

WFG Advisors's SRC Position: Q2 2017 in Review

WFG Advisors increased its SPIRIT REALTY CAPITAL, INC. (SRC) stake by 633% in Q2 2017, buying an estimated $52.9K and bringing the position to 1,635 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #683.

WFG Advisors first reported a position in SRC in Q4 2013 and has held it in 12 quarters since. The position peaked at $820K in Q4 2013. 270 funds tracked by Wall St. Rank hold SRC as of Q2 2017.

WFG Advisors held 1,635 shares of SPIRIT REALTY CAPITAL, INC. worth $54K as of Q2 2017.
WFG Advisors bought 1,412 SPIRIT REALTY CAPITAL, INC. shares in Q2 2017, an estimated $52.9K.
SPIRIT REALTY CAPITAL, INC. made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #683 holding.
WFG Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2013 and has held it in 12 quarters since.
WFG Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $820K in Q4 2013.
270 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.