JOYN Advisors’s SELECT INCOME REIT SIR Stock Holding History

JOYN Advisors’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	-66	Closed	-$1K	–	1948
2018 Q3	$1K	Sell	66 -152	-70%	-$1.43K	﹤0.01%	1722
2018 Q2	$2K	Sell	218 -4,830	-96%	-$43.4K	﹤0.01%	1494
2018 Q1	$43K	Buy	+5,048	New	+$46.1K	0.01%	499

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

JOYN Advisors's SIR Position: Q4 2018 in Review

JOYN Advisors sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 66 shares — an estimated $1K sold.

JOYN Advisors first reported a position in SIR in Q1 2018 and held it in 3 quarters. The position peaked at $43K in Q1 2018. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

JOYN Advisors reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 66 SELECT INCOME REIT shares in Q4 2018, an estimated $1K.
JOYN Advisors first reported a position in SELECT INCOME REIT in Q1 2018 and held it in 3 quarters.
JOYN Advisors's SELECT INCOME REIT position peaked at $43K in Q1 2018.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.