Baystate Wealth Management’s SELECT INCOME REIT SIR Stock Holding History

Baystate Wealth 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
2018 Q4	–	Sell	-457	Closed	-$4K	–	734
2018 Q3	$4K	Buy	457 +9	+2%	+$85	﹤0.01%	481
2018 Q2	$4K	Buy	448 +11	+3%	+$99	﹤0.01%	496
2018 Q1	$4K	Hold	437	–	–	﹤0.01%	461
2017 Q4	$4K	Hold	437	–	–	﹤0.01%	461
2017 Q3	$5K	Hold	437	–	–	﹤0.01%	422
2017 Q2	$5K	Hold	437	–	–	﹤0.01%	425
2017 Q1	$5K	Hold	437	–	–	﹤0.01%	398
2016 Q4	$5K	Buy	+437	New	+$4.77K	﹤0.01%	362
2016 Q2	–	Sell	-23,260	Closed	-$236K	–	66
2016 Q1	$236K	Hold	23,260	–	–	0.05%	49
2015 Q4	$203K	Sell	23,260 -4,095	-15%	-$36K	0.04%	48
2015 Q3	$229K	Hold	27,355	–	–	0.06%	48
2015 Q2	$248K	Buy	+27,355	New	+$280K	0.07%	49

Other funds holding SIR

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

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baystate Wealth Management's SIR Position: Q4 2018 in Review

Baystate Wealth Management sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 457 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in SIR in Q2 2015 and held it in 12 quarters. The position peaked at $248K in Q2 2015. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

Baystate Wealth Management reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
Baystate Wealth Management sold 457 SELECT INCOME REIT shares in Q4 2018, an estimated $4K.
Baystate Wealth Management first reported a position in SELECT INCOME REIT in Q2 2015 and held it in 12 quarters.
Baystate Wealth Management's SELECT INCOME REIT position peaked at $248K in Q2 2015.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.