FineMark National Bank & Trust’s SELECT INCOME REIT SIR Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-1,365	Closed	-$15K	–	1174
2016 Q4	$15K	Hold	1,365	–	–	﹤0.01%	881
2016 Q3	$16K	Hold	1,365	–	–	﹤0.01%	851
2016 Q2	$16K	Hold	1,365	–	–	﹤0.01%	869
2016 Q1	$14K	Hold	1,365	–	–	﹤0.01%	843
2015 Q4	$12K	Hold	1,365	–	–	﹤0.01%	910
2015 Q3	$11K	Hold	1,365	–	–	﹤0.01%	960
2015 Q2	$12K	Hold	1,365	–	–	﹤0.01%	975
2015 Q1	$15K	Buy	+1,365	New	+$15.1K	﹤0.01%	932

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 $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FineMark National Bank & Trust's SIR Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of SELECT INCOME REIT (SIR) in Q1 2017, closing a stake of 1,365 shares — an estimated $15K sold.

FineMark National Bank & Trust first reported a position in SIR in Q1 2015 and held it in 8 quarters. The position peaked at $16K in Q3 2016. 191 funds tracked by Wall St. Rank hold SIR as of Q1 2017.

FineMark National Bank & Trust reported no remaining SELECT INCOME REIT position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,365 SELECT INCOME REIT shares in Q1 2017, an estimated $15K.
FineMark National Bank & Trust first reported a position in SELECT INCOME REIT in Q1 2015 and held it in 8 quarters.
FineMark National Bank & Trust's SELECT INCOME REIT position peaked at $16K in Q3 2016.
191 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.