Advantage Investment Management’s SELECT INCOME REIT SIR Stock Holding History

Advantage Investment Management’s Portfolio SIR Stock Details SIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-878	Closed	-$10K	–	991
2016 Q2	$10K	Hold	878	–	–	﹤0.01%	598
2016 Q1	$9K	Hold	878	–	–	﹤0.01%	585
2015 Q4	$8K	Hold	878	–	–	﹤0.01%	615
2015 Q3	$7K	Hold	878	–	–	﹤0.01%	616
2015 Q2	$8K	Buy	+878	New	+$8.98K	﹤0.01%	636

Other funds holding SIR

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advantage Investment Management's SIR Position: Q3 2016 in Review

Advantage Investment Management sold out of SELECT INCOME REIT (SIR) in Q3 2016, closing a stake of 878 shares — an estimated $10K sold.

Advantage Investment Management first reported a position in SIR in Q2 2015 and held it in 5 quarters. The position peaked at $10K in Q2 2016. 195 funds tracked by Wall St. Rank hold SIR as of Q3 2016.

Advantage Investment Management reported no remaining SELECT INCOME REIT position as of Q3 2016 after selling out during the quarter.
Advantage Investment Management sold 878 SELECT INCOME REIT shares in Q3 2016, an estimated $10K.
Advantage Investment Management first reported a position in SELECT INCOME REIT in Q2 2015 and held it in 5 quarters.
Advantage Investment Management's SELECT INCOME REIT position peaked at $10K in Q2 2016.
195 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2016.

Based on Advantage Investment Management's 13F filing for Q3 2016, filed 27 Mar 2017.