C-J Advisory’s SELECT INCOME REIT SIR Stock Holding History

C-J Advisory’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	-1,638	Closed	-$16K	–	175
2018 Q3	$16K	Hold	1,638	–	–	0.01%	101
2018 Q2	$16K	Hold	1,638	–	–	0.01%	97
2018 Q1	$14K	Hold	1,638	–	–	0.01%	101
2017 Q4	$18K	Buy	+1,638	New	+$17.9K	0.01%	87

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

C-J Advisory's SIR Position: Q4 2018 in Review

C-J Advisory sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 1,638 shares — an estimated $16K sold.

C-J Advisory first reported a position in SIR in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q4 2017. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

C-J Advisory reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
C-J Advisory sold 1,638 SELECT INCOME REIT shares in Q4 2018, an estimated $16K.
C-J Advisory first reported a position in SELECT INCOME REIT in Q4 2017 and held it in 4 quarters.
C-J Advisory's SELECT INCOME REIT position peaked at $18K in Q4 2017.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on C-J Advisory's 13F filing for Q4 2018, filed 3 May 2019.