HIM
SIR

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

Hillsdale 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
2016
Q4 		– Sell
-61,880
Closed -$732K – 575
2016
Q3 		$732K Buy
61,880
+26,845
+77% +$319K 0.19% 76
2016
Q2 		$400K Hold
35,035
– – 0.12% 161
2016
Q1 		$355K Buy
+35,035
New +$311K 0.12% 213
2014
Q4 		– Sell
-3,185
Closed -$34K – 615
2014
Q3 		$34K Buy
+3,185
New +$38.5K 0.01% 451

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hillsdale Investment Management's SIR Position: Q4 2016 in Review

Hillsdale Investment Management sold out of SELECT INCOME REIT (SIR) in Q4 2016, closing a stake of 61,880 shares — an estimated $732K sold.

Hillsdale Investment Management first reported a position in SIR in Q3 2014 and held it in 4 quarters. The position peaked at $732K in Q3 2016. 199 funds tracked by Wall St. Rank hold SIR as of Q4 2016.

  • Hillsdale Investment Management reported no remaining SELECT INCOME REIT position as of Q4 2016 after selling out during the quarter.
  • Hillsdale Investment Management sold 61,880 SELECT INCOME REIT shares in Q4 2016, an estimated $732K.
  • Hillsdale Investment Management first reported a position in SELECT INCOME REIT in Q3 2014 and held it in 4 quarters.
  • Hillsdale Investment Management's SELECT INCOME REIT position peaked at $732K in Q3 2016.
  • 199 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2016.

Based on Hillsdale Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.