CG
SIR

Cutler Group’s SELECT INCOME REIT SIR Stock Holding History

Cutler Group’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
Q3 		– Sell
-2,532
Closed -$25K – 5061
2018
Q2 		$25K Buy
+2,532
New +$22.8K ﹤0.01% 2058
2017
Q4 		– Sell
-7,300
Closed -$79.7K – 6516
2017
Q3 		$75K Sell
7,300
-75,555
-91% -$775K ﹤0.01% 1903
2017
Q2 		$875K Buy
82,855
+81,174
+4,829% +$887K 0.03% 454
2017
Q1 		$19K Sell
1,681
-27,589
-94% -$310K ﹤0.01% 3408
2016
Q4 		$324K Buy
+29,270
New +$319K 0.01% 968
2016
Q2 		– Sell
-7,398
Closed -$78.7K – 7672
2016
Q1 		$74K Buy
7,398
+6,913
+1,425% +$61.4K ﹤0.01% 1915
2015
Q4 		$4K Buy
+485
New +$4.26K ﹤0.01% 5168

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
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return