Global Retirement Partners’s SELECT INCOME REIT SIR Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-9,423	Closed	-$91K	–	1610
2018 Q3	$91K	Hold	9,423	–	–	0.02%	415
2018 Q2	$93K	Hold	9,423	–	–	0.02%	399
2018 Q1	$81K	Buy	+9,423	New	+$86.1K	0.02%	419
2017 Q2	–	Sell	-205	Closed	-$2K	–	1191
2017 Q1	$2K	Hold	205	–	–	﹤0.01%	1045
2016 Q4	$2K	Buy	+205	New	+$2.24K	﹤0.01%	990

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Global Retirement Partners's SIR Position: Q4 2018 in Review

Global Retirement Partners sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 9,423 shares — an estimated $91K sold.

Global Retirement Partners first reported a position in SIR in Q4 2016 and held it in 5 quarters. The position peaked at $93K in Q2 2018. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

Global Retirement Partners reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
Global Retirement Partners sold 9,423 SELECT INCOME REIT shares in Q4 2018, an estimated $91K.
Global Retirement Partners first reported a position in SELECT INCOME REIT in Q4 2016 and held it in 5 quarters.
Global Retirement Partners's SELECT INCOME REIT position peaked at $93K in Q2 2018.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.