AIP
SIR

Ahrens Investment Partners’s SELECT INCOME REIT SIR Stock Holding History

Ahrens Investment Partners’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
2017
Q2 		– Sell
-19,224
Closed -$218K – 186
2017
Q1 		$218K Buy
19,224
+1,138
+6% +$12.8K 0.1% 119
2016
Q4 		$200K Buy
+18,086
New +$197K 0.11% 125

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ahrens Investment Partners's SIR Position: Q2 2017 in Review

Ahrens Investment Partners sold out of SELECT INCOME REIT (SIR) in Q2 2017, closing a stake of 19,224 shares — an estimated $218K sold.

Ahrens Investment Partners first reported a position in SIR in Q4 2016 and held it in 2 quarters. The position peaked at $218K in Q1 2017. 190 funds tracked by Wall St. Rank hold SIR as of Q2 2017.

  • Ahrens Investment Partners reported no remaining SELECT INCOME REIT position as of Q2 2017 after selling out during the quarter.
  • Ahrens Investment Partners sold 19,224 SELECT INCOME REIT shares in Q2 2017, an estimated $218K.
  • Ahrens Investment Partners first reported a position in SELECT INCOME REIT in Q4 2016 and held it in 2 quarters.
  • Ahrens Investment Partners's SELECT INCOME REIT position peaked at $218K in Q1 2017.
  • 190 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q2 2017.

Based on Ahrens Investment Partners's 13F filing for Q2 2017, filed 14 Aug 2017.