BWM
SIR

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

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HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return