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 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

Crow Point Partners's SIR Position: Q3 2017 in Review

Crow Point Partners sold out of SELECT INCOME REIT (SIR) in Q3 2017, closing a stake of 4,900 shares — an estimated $52K sold.

Crow Point Partners first reported a position in SIR in Q3 2014 and held it in 5 quarters. The position peaked at $52K in Q2 2017. 176 funds tracked by Wall St. Rank hold SIR as of Q3 2017.

Crow Point Partners reported no remaining SELECT INCOME REIT position as of Q3 2017 after selling out during the quarter.
Crow Point Partners sold 4,900 SELECT INCOME REIT shares in Q3 2017, an estimated $52K.
Crow Point Partners first reported a position in SELECT INCOME REIT in Q3 2014 and held it in 5 quarters.
Crow Point Partners's SELECT INCOME REIT position peaked at $52K in Q2 2017.
176 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2017.

Based on Crow Point Partners's 13F filing for Q3 2017, filed 5 Oct 2017.