Level Four Advisory Services’s SELECT INCOME REIT SIR Stock Holding History

Level Four Advisory Services’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 Q1	–	Sell	-18,591	Closed	-$206K	–	526
2016 Q4	$206K	Buy	+18,591	New	+$203K	0.03%	439

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 $3.38T AUM 44.17% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Level Four Advisory Services's SIR Position: Q1 2017 in Review

Level Four Advisory Services sold out of SELECT INCOME REIT (SIR) in Q1 2017, closing a stake of 18,591 shares — an estimated $206K sold.

Level Four Advisory Services first reported a position in SIR in Q4 2016 and held it in 1 quarter. The position peaked at $206K in Q4 2016. 191 funds tracked by Wall St. Rank hold SIR as of Q1 2017.

Level Four Advisory Services reported no remaining SELECT INCOME REIT position as of Q1 2017 after selling out during the quarter.
Level Four Advisory Services sold 18,591 SELECT INCOME REIT shares in Q1 2017, an estimated $206K.
Level Four Advisory Services first reported a position in SELECT INCOME REIT in Q4 2016 and held it in 1 quarter.
Level Four Advisory Services's SELECT INCOME REIT position peaked at $206K in Q4 2016.
191 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2017.

Based on Level Four Advisory Services's 13F filing for Q1 2017, filed 15 May 2017.