Bessemer Group’s SELECT INCOME REIT SIR Stock Holding History

Bessemer Group’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	-35,718	Closed	-$344K	–	2115
2018 Q3	$344K	Sell	35,718 -55,509	-61%	-$522K	﹤0.01%	868
2018 Q2	$901K	Buy	91,227 +31,850	+54%	+$286K	﹤0.01%	598
2018 Q1	$508K	Sell	59,377 -13,423	-18%	-$123K	﹤0.01%	781
2017 Q4	$804K	Hold	72,800	–	–	﹤0.01%	665
2017 Q3	$749K	Hold	72,800	–	–	﹤0.01%	731
2017 Q2	$769K	Buy	+72,800	New	+$795K	﹤0.01%	741
2017 Q1	–	Sell	-32,533	Closed	-$360K	–	2000
2016 Q4	$360K	Sell	32,533 -54,372	-63%	-$593K	﹤0.01%	966
2016 Q3	$1.03M	Buy	+86,905	New	+$1.03M	0.01%	604
2015 Q1	–	Sell	-102,375	Closed	-$1.1M	–	1631
2014 Q4	$1.1M	Hold	102,375	–	–	0.01%	465
2014 Q3	$1.08M	Hold	102,375	–	–	0.01%	444
2014 Q2	$1.33M	Hold	102,375	–	–	0.01%	408
2014 Q1	$1.36M	Sell	102,375 -55,055	-35%	-$686K	0.01%	388
2013 Q4	$1.85M	Hold	157,430	–	–	0.01%	363
2013 Q3	$1.78M	Buy	+157,430	New	+$1.79M	0.01%	342

Other funds holding SIR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 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 New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bessemer Group's SIR Position: Q4 2018 in Review

Bessemer Group sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 35,718 shares — an estimated $344K sold.

Bessemer Group first reported a position in SIR in Q3 2013 and held it in 14 quarters. The position peaked at $1.85M in Q4 2013. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

Bessemer Group reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
Bessemer Group sold 35,718 SELECT INCOME REIT shares in Q4 2018, an estimated $344K.
Bessemer Group first reported a position in SELECT INCOME REIT in Q3 2013 and held it in 14 quarters.
Bessemer Group's SELECT INCOME REIT position peaked at $1.85M in Q4 2013.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on Bessemer Group's 13F filing for Q4 2018, filed 12 Feb 2019.