Creative Planning’s SELECT INCOME REIT SIR Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-473	Closed	-$5K	–	4356
2017 Q2	$5K	Sell	473 -7,262	-94%	-$79.3K	﹤0.01%	4038
2017 Q1	$88K	Buy	7,735 +3,622	+88%	+$40.7K	﹤0.01%	2040
2016 Q4	$46K	Sell	4,113 -232	-5%	-$2.53K	﹤0.01%	2463
2016 Q3	$51K	Buy	4,345 +3,872	+819%	+$46K	﹤0.01%	2344
2016 Q2	$5K	Buy	+473	New	+$5.03K	﹤0.01%	3690
2015 Q2	–	Sell	-34,264	Closed	-$376K	–	3582
2015 Q1	$376K	Buy	+34,264	New	+$378K	﹤0.01%	868
2014 Q2	–	Sell	-1,197	Closed	-$16K	–	4044
2014 Q1	$16K	Buy	+1,197	New	+$14.9K	﹤0.01%	2529
2013 Q4	–	Sell	-228	Closed	-$3K	–	3550
2013 Q3	$3K	Buy	+228	New	+$2.59K	﹤0.01%	2929

Other funds holding SIR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Creative Planning's SIR Position: Q3 2017 in Review

Creative Planning sold out of SELECT INCOME REIT (SIR) in Q3 2017, closing a stake of 473 shares — an estimated $5K sold.

Creative Planning first reported a position in SIR in Q3 2013 and held it in 8 quarters. The position peaked at $376K in Q1 2015. 176 funds tracked by Wall St. Rank hold SIR as of Q3 2017.

Creative Planning reported no remaining SELECT INCOME REIT position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 473 SELECT INCOME REIT shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in SELECT INCOME REIT in Q3 2013 and held it in 8 quarters.
Creative Planning's SELECT INCOME REIT position peaked at $376K in Q1 2015.
176 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.