Crewe Advisors’s SELECT INCOME REIT SIR Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-56,270	Closed	-$622K	–	300
2017 Q4	$622K	Buy	+56,270	New	+$615K	0.61%	19

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Crewe Advisors's SIR Position: Q1 2018 in Review

Crewe Advisors sold out of SELECT INCOME REIT (SIR) in Q1 2018, closing a stake of 56,270 shares — an estimated $622K sold.

Crewe Advisors first reported a position in SIR in Q4 2017 and held it in 1 quarter. The position peaked at $622K in Q4 2017. 192 funds tracked by Wall St. Rank hold SIR as of Q1 2018.

Crewe Advisors reported no remaining SELECT INCOME REIT position as of Q1 2018 after selling out during the quarter.
Crewe Advisors sold 56,270 SELECT INCOME REIT shares in Q1 2018, an estimated $622K.
Crewe Advisors first reported a position in SELECT INCOME REIT in Q4 2017 and held it in 1 quarter.
Crewe Advisors's SELECT INCOME REIT position peaked at $622K in Q4 2017.
192 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2018.

Based on Crewe Advisors's 13F filing for Q1 2018, filed 7 May 2018.