MA
SIR

Montag & Associates’s SELECT INCOME REIT SIR Stock Holding History

Montag & Associates’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
2019
Q1 		– Sell
-37,355
Closed -$275K – 317
2018
Q4 		$275K Sell
37,355
-114,886
-75% -$964K 0.03% 251
2018
Q3 		$1.47M Buy
+152,241
New +$1.43M 0.13% 151

Montag & Associates's SIR Position: Q1 2019 in Review

Montag & Associates sold out of SELECT INCOME REIT (SIR) in Q1 2019, closing a stake of 37,355 shares — an estimated $275K sold.

Montag & Associates first reported a position in SIR in Q3 2018 and held it in 2 quarters. The position peaked at $1.47M in Q3 2018. 0 funds tracked by Wall St. Rank hold SIR as of Q1 2019.

  • Montag & Associates reported no remaining SELECT INCOME REIT position as of Q1 2019 after selling out during the quarter.
  • Montag & Associates sold 37,355 SELECT INCOME REIT shares in Q1 2019, an estimated $275K.
  • Montag & Associates first reported a position in SELECT INCOME REIT in Q3 2018 and held it in 2 quarters.
  • Montag & Associates's SELECT INCOME REIT position peaked at $1.47M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2019.

Based on Montag & Associates's 13F filing for Q1 2019, filed 1 May 2019.