FA
SIR

FDx Advisors’s SELECT INCOME REIT SIR Stock Holding History

FDx 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
2015
Q4 		– Sell
-32,291
Closed -$270K – 926
2015
Q3 		$270K Buy
+32,291
New +$280K 0.02% 651
2015
Q2 		– Sell
-18,428
Closed -$204K – 1050
2015
Q1 		$204K Buy
+18,428
New +$203K ﹤0.01% 1449

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

FDx Advisors's SIR Position: Q4 2015 in Review

FDx Advisors sold out of SELECT INCOME REIT (SIR) in Q4 2015, closing a stake of 32,291 shares — an estimated $270K sold.

FDx Advisors first reported a position in SIR in Q1 2015 and held it in 2 quarters. The position peaked at $270K in Q3 2015. 181 funds tracked by Wall St. Rank hold SIR as of Q4 2015.

  • FDx Advisors reported no remaining SELECT INCOME REIT position as of Q4 2015 after selling out during the quarter.
  • FDx Advisors sold 32,291 SELECT INCOME REIT shares in Q4 2015, an estimated $270K.
  • FDx Advisors first reported a position in SELECT INCOME REIT in Q1 2015 and held it in 2 quarters.
  • FDx Advisors's SELECT INCOME REIT position peaked at $270K in Q3 2015.
  • 181 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2015.

Based on FDx Advisors's 13F filing for Q4 2015, filed 17 Feb 2016.