Independent Portfolio Consultants’s SELECT INCOME REIT SIR Stock Holding History

Independent Portfolio 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 Q2	$82K	Sell	7,760 -3,899	-33%	-$42.6K	0.03%	435
2017 Q1	$132K	Sell	11,659 -1,047	-8%	-$11.8K	0.05%	396
2016 Q4	$141K	Sell	12,706 -4,106	-24%	-$44.8K	0.05%	380
2016 Q3	$199K	Sell	16,812 -967	-5%	-$11.5K	0.06%	324
2016 Q2	$203K	Sell	17,779 -12	-0.1%	-$128	0.06%	326
2016 Q1	$180K	Sell	17,791 -250	-1%	-$2.22K	0.05%	361
2015 Q4	$157K	Sell	18,041 -1,706	-9%	-$15K	0.05%	369
2015 Q3	$165K	Buy	+19,747	New	+$171K	0.04%	374

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 $860B AUM 41.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Independent Portfolio Consultants's SIR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its SELECT INCOME REIT (SIR) stake by 33% in Q2 2017, selling an estimated $42.6K and leaving 7,760 shares worth $82K. The position accounts for 0.03% of the portfolio, ranked #435.

Independent Portfolio Consultants first reported a position in SIR in Q3 2015 and has held it in 8 quarters since. The position peaked at $203K in Q2 2016. 190 funds tracked by Wall St. Rank hold SIR as of Q2 2017.

Independent Portfolio Consultants held 7,760 shares of SELECT INCOME REIT worth $82K as of Q2 2017.
Independent Portfolio Consultants sold 3,899 SELECT INCOME REIT shares in Q2 2017, an estimated $42.6K.
SELECT INCOME REIT made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #435 holding.
Independent Portfolio Consultants first reported a position in SELECT INCOME REIT in Q3 2015 and has held it in 8 quarters since.
Independent Portfolio Consultants's SELECT INCOME REIT position peaked at $203K in Q2 2016.
190 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.