CPP
SIR

Crow Point Partners’s SELECT INCOME REIT SIR Stock Holding History

Crow Point Partners’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
-4,900
Closed -$52K – 295
2017
Q2 		$52K Buy
4,900
+1,171
+31% +$12.8K 0.01% 193
2017
Q1 		$42K Buy
3,729
+1,393
+60% +$15.6K 0.01% 242
2016
Q4 		$26K Sell
2,336
-1,845
-44% -$20.1K ﹤0.01% 249
2016
Q3 		$50K Buy
+4,181
New +$49.7K 0.01% 250
2014
Q3 		$9K Buy
+819
New +$9.9K ﹤0.01% 239

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return