KCM
SIR

Kennedy Capital Management’s SELECT INCOME REIT SIR Stock Holding History

Kennedy Capital 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
2014
Q2 		– Sell
-468,127
Closed -$6.23M – 781
2014
Q1 		$6.23M Sell
468,127
-362,976
-44% -$4.52M 0.12% 325
2013
Q4 		$9.77M Sell
831,103
-17,215
-2% -$204K 0.18% 202
2013
Q3 		$9.62M Buy
848,318
+332,396
+64% +$3.78M 0.19% 189
2013
Q2 		$6.36M Buy
+515,922
New +$6.37M 0.13% 298

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kennedy Capital Management's SIR Position: Q2 2014 in Review

Kennedy Capital Management sold out of SELECT INCOME REIT (SIR) in Q2 2014, closing a stake of 468,127 shares — an estimated $6.23M sold.

Kennedy Capital Management first reported a position in SIR in Q2 2013 and held it in 4 quarters. The position peaked at $9.77M in Q4 2013. 153 funds tracked by Wall St. Rank hold SIR as of Q2 2014.

  • Kennedy Capital Management reported no remaining SELECT INCOME REIT position as of Q2 2014 after selling out during the quarter.
  • Kennedy Capital Management sold 468,127 SELECT INCOME REIT shares in Q2 2014, an estimated $6.23M.
  • Kennedy Capital Management first reported a position in SELECT INCOME REIT in Q2 2013 and held it in 4 quarters.
  • Kennedy Capital Management's SELECT INCOME REIT position peaked at $9.77M in Q4 2013.
  • 153 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q2 2014.

Based on Kennedy Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.