Advisor Group’s SELECT INCOME REIT SIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-75,462
| Closed | -$555K | – | 5495 |
|
|
2018
Q4 | $555K | Sell |
75,462
-99,790
| -57% | -$838K | 0.01% | 1331 |
|
|
2018
Q3 | $1.69M | Buy |
175,252
+100,778
| +135% | +$948K | 0.02% | 719 |
|
|
2018
Q2 | $736K | Buy |
74,474
+2,443
| +3% | +$22K | 0.01% | 1049 |
|
|
2018
Q1 | $616K | Sell |
72,031
-16,335
| -18% | -$149K | 0.01% | 1168 |
|
|
2017
Q4 | $975K | Buy |
88,366
+24,700
| +39% | +$270K | 0.01% | 902 |
|
|
2017
Q3 | $655K | Buy |
63,666
+3,547
| +6% | +$36.4K | 0.01% | 1042 |
|
|
2017
Q2 | $635K | Buy |
60,119
+3,838
| +7% | +$41.9K | 0.01% | 1006 |
|
|
2017
Q1 | $638K | Buy |
56,281
+3,296
| +6% | +$37K | 0.01% | 933 |
|
|
2016
Q4 | $587K | Sell |
52,985
-2,798
| -5% | -$30.5K | 0.01% | 924 |
|
|
2016
Q3 | $660K | Buy |
55,783
+860
| +2% | +$10.2K | 0.02% | 825 |
|
|
2016
Q2 | $624K | Buy |
+54,923
| New | +$584K | 0.02% | 814 |
|
Advisor Group's SIR Position: Q1 2019 in Review
Advisor Group sold out of SELECT INCOME REIT (SIR) in Q1 2019, closing a stake of 75,462 shares — an estimated $555K sold.
Advisor Group first reported a position in SIR in Q2 2016 and held it in 11 quarters. The position peaked at $1.69M in Q3 2018. 0 funds tracked by Wall St. Rank hold SIR as of Q1 2019.
- Advisor Group reported no remaining SELECT INCOME REIT position as of Q1 2019 after selling out during the quarter.
- Advisor Group sold 75,462 SELECT INCOME REIT shares in Q1 2019, an estimated $555K.
- Advisor Group first reported a position in SELECT INCOME REIT in Q2 2016 and held it in 11 quarters.
- Advisor Group's SELECT INCOME REIT position peaked at $1.69M in Q3 2018.
- 0 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2019.
Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.