First Heartland Consultants’s SELECT INCOME REIT SIR Stock Holding History

First Heartland Consultants’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	-20,116	Closed	-$223K	–	357
2016 Q4	$223K	Buy	20,116 +64	+0.3%	+$698	0.07%	292
2016 Q3	$237K	Sell	20,052 -8,247	-29%	-$98.1K	0.07%	276
2016 Q2	$323	Sell	28,299 -1,922	-6%	-$20.4K	0.04%	216
2016 Q1	$306K	Buy	+30,221	New	+$268K	0.12%	191
2015 Q2	–	Sell	-28,362	Closed	-$312K	–	275
2015 Q1	$312K	Buy	+28,362	New	+$313K	0.12%	187

Other funds holding SIR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

First Heartland Consultants's SIR Position: Q1 2017 in Review

First Heartland Consultants sold out of SELECT INCOME REIT (SIR) in Q1 2017, closing a stake of 20,116 shares — an estimated $223K sold.

First Heartland Consultants first reported a position in SIR in Q1 2015 and held it in 5 quarters. The position peaked at $312K in Q1 2015. 191 funds tracked by Wall St. Rank hold SIR as of Q1 2017.

First Heartland Consultants reported no remaining SELECT INCOME REIT position as of Q1 2017 after selling out during the quarter.
First Heartland Consultants sold 20,116 SELECT INCOME REIT shares in Q1 2017, an estimated $223K.
First Heartland Consultants first reported a position in SELECT INCOME REIT in Q1 2015 and held it in 5 quarters.
First Heartland Consultants's SELECT INCOME REIT position peaked at $312K in Q1 2015.
191 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2017.

Based on First Heartland Consultants's 13F filing for Q1 2017, filed 12 May 2017.