BKBG
SIR

BHF Kleinwort Benson Group’s SELECT INCOME REIT SIR Stock Holding History

BHF Kleinwort Benson 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
2016
Q1 		$1.3M Buy
127,985
+39,394
+44% +$350K 0.04% 191
2015
Q4 		$772K Buy
+88,591
New +$779K 0.02% 294

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 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

BHF Kleinwort Benson Group's SIR Position: Q1 2016 in Review

BHF Kleinwort Benson Group increased its SELECT INCOME REIT (SIR) stake by 44% in Q1 2016, buying an estimated $350K and bringing the position to 127,985 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #191.

BHF Kleinwort Benson Group first reported a position in SIR in Q4 2015 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold SIR as of Q1 2016.

  • BHF Kleinwort Benson Group held 127,985 shares of SELECT INCOME REIT worth $1.3M as of Q1 2016.
  • BHF Kleinwort Benson Group bought 39,394 SELECT INCOME REIT shares in Q1 2016, an estimated $350K.
  • SELECT INCOME REIT made up 0.04% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #191 holding.
  • BHF Kleinwort Benson Group first reported a position in SELECT INCOME REIT in Q4 2015 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.