FIM
SIR

Foresters Investment Management’s SELECT INCOME REIT SIR Stock Holding History

Foresters Investment Management’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
-9,034
Closed -$89K – 440
2018
Q2 		$89K Sell
9,034
-215,356
-96% -$1.94M ﹤0.01% 335
2018
Q1 		$1.92M Sell
224,390
-28,210
-11% -$258K 0.03% 316
2017
Q4 		$2.79M Hold
252,600
– – 0.04% 309
2017
Q3 		$2.6M Buy
252,600
+12,512
+5% +$128K 0.04% 296
2017
Q2 		$2.54M Buy
240,088
+15,632
+7% +$171K 0.04% 302
2017
Q1 		$2.54M Sell
224,456
-49,368
-18% -$554K 0.04% 289
2016
Q4 		$2.94M Buy
273,824
+33,989
+14% +$371K 0.05% 274
2016
Q3 		$2.84M Buy
239,835
+4,880
+2% +$58K 0.05% 272
2016
Q2 		$2.68M Buy
234,955
+135,538
+136% +$1.44M 0.05% 272
2016
Q1 		$1.01M Hold
99,417
– – 0.02% 280
2015
Q4 		$866K Hold
99,417
– – 0.02% 279
2015
Q3 		$831K Hold
99,417
– – 0.02% 287
2015
Q2 		$902K Buy
99,417
+15,925
+19% +$163K 0.02% 296
2015
Q1 		$917K Sell
83,492
-45,501
-35% -$502K 0.02% 284
2014
Q4 		$1.38M Hold
128,993
– – 0.03% 274
2014
Q3 		$1.36M Sell
128,993
-108,290
-46% -$1.31M 0.03% 259
2014
Q2 		$3.09M Hold
237,283
– – 0.06% 242
2014
Q1 		$3.16M Sell
237,283
-79,625
-25% -$992K 0.07% 241
2013
Q4 		$3.73M Hold
316,908
– – 0.08% 218
2013
Q3 		$3.59M Buy
316,908
+22,750
+8% +$259K 0.09% 208
2013
Q2 		$3.63M Buy
+294,158
New +$3.63M 0.11% 171

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 $1.27B AUM 26.55% 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

Foresters Investment Management's SIR Position: Q3 2018 in Review

Foresters Investment Management sold out of SELECT INCOME REIT (SIR) in Q3 2018, closing a stake of 9,034 shares — an estimated $89K sold.

Foresters Investment Management first reported a position in SIR in Q2 2013 and held it in 21 quarters. The position peaked at $3.73M in Q4 2013. 194 funds tracked by Wall St. Rank hold SIR as of Q3 2018.

  • Foresters Investment Management reported no remaining SELECT INCOME REIT position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 9,034 SELECT INCOME REIT shares in Q3 2018, an estimated $89K.
  • Foresters Investment Management first reported a position in SELECT INCOME REIT in Q2 2013 and held it in 21 quarters.
  • Foresters Investment Management's SELECT INCOME REIT position peaked at $3.73M in Q4 2013.
  • 194 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.