BFEC
SIR

Benjamin F. Edwards & Company’s SELECT INCOME REIT SIR Stock Holding History

Benjamin F. Edwards & Company’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
2015
Q3 		– Sell
-910
Closed -$8K – 1212
2015
Q2 		$8K Sell
910
-455
-33% -$4.66K ﹤0.01% 979
2015
Q1 		$15K Hold
1,365
– – ﹤0.01% 822
2014
Q4 		$15K Buy
+1,365
New +$14.4K ﹤0.01% 739

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benjamin F. Edwards & Company's SIR Position: Q3 2015 in Review

Benjamin F. Edwards & Company sold out of SELECT INCOME REIT (SIR) in Q3 2015, closing a stake of 910 shares — an estimated $8K sold.

Benjamin F. Edwards & Company first reported a position in SIR in Q4 2014 and held it in 3 quarters. The position peaked at $15K in Q1 2015. 164 funds tracked by Wall St. Rank hold SIR as of Q3 2015.

  • Benjamin F. Edwards & Company reported no remaining SELECT INCOME REIT position as of Q3 2015 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 910 SELECT INCOME REIT shares in Q3 2015, an estimated $8K.
  • Benjamin F. Edwards & Company first reported a position in SELECT INCOME REIT in Q4 2014 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's SELECT INCOME REIT position peaked at $15K in Q1 2015.
  • 164 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2015.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2015, filed 16 Oct 2015.