Destination Wealth Management’s SELECT INCOME REIT SIR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,962
Closed -$14K 755
2018
Q4
$14K Sell
1,962
-2,502
-56% -$21K ﹤0.01% 383
2018
Q3
$43K Hold
4,464
﹤0.01% 312
2018
Q2
$44K Buy
4,464
+4,271
+2,213% +$38.4K ﹤0.01% 274
2018
Q1
$9K Buy
+193
New +$1.76K ﹤0.01% 411

Destination Wealth Management's SIR Position: Q1 2019 in Review

Destination Wealth Management sold out of SELECT INCOME REIT (SIR) in Q1 2019, closing a stake of 1,962 shares — an estimated $14K sold.

Destination Wealth Management first reported a position in SIR in Q1 2018 and held it in 4 quarters. The position peaked at $44K in Q2 2018. 0 funds tracked by Wall St. Rank hold SIR as of Q1 2019.

  • Destination Wealth Management reported no remaining SELECT INCOME REIT position as of Q1 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,962 SELECT INCOME REIT shares in Q1 2019, an estimated $14K.
  • Destination Wealth Management first reported a position in SELECT INCOME REIT in Q1 2018 and held it in 4 quarters.
  • Destination Wealth Management's SELECT INCOME REIT position peaked at $44K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.