Mutual of America Capital Management’s SELECT INCOME REIT SIR Stock Holding History

Mutual of America 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
2018 Q1	–	Sell	-4,550	Closed	-$50K	–	1219
2017 Q4	$50K	Hold	4,550	–	–	﹤0.01%	1189
2017 Q3	$47K	Hold	4,550	–	–	﹤0.01%	1198
2017 Q2	$48K	Hold	4,550	–	–	﹤0.01%	1196
2017 Q1	$52K	Hold	4,550	–	–	﹤0.01%	1199
2016 Q4	$50K	Buy	4,550 +910	+25%	+$9.93K	﹤0.01%	1191
2016 Q3	$43K	Hold	3,640	–	–	﹤0.01%	1196
2016 Q2	$42K	Buy	+3,640	New	+$38.7K	﹤0.01%	1195
2015 Q2	–	Sell	-345,177	Closed	-$3.79M	–	1274
2015 Q1	$3.79M	Sell	345,177 -80,762	-19%	-$891K	0.08%	355
2014 Q4	$4.57M	Buy	425,939 +2,314	+0.5%	+$24.5K	0.1%	254
2014 Q3	$4.48M	Buy	423,625 +23,953	+6%	+$290K	0.11%	224
2014 Q2	$5.21M	Hold	399,672	–	–	0.12%	176
2014 Q1	$5.32M	Hold	399,672	–	–	0.13%	174
2013 Q4	$4.7M	Buy	399,672 +1,058	+0.3%	+$12.5K	0.11%	214
2013 Q3	$4.52M	Hold	398,614	–	–	0.12%	185
2013 Q2	$4.91M	Buy	+398,614	New	+$4.92M	0.15%	144

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 $757B AUM 28.64% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Mutual of America Capital Management's SIR Position: Q1 2018 in Review

Mutual of America Capital Management sold out of SELECT INCOME REIT (SIR) in Q1 2018, closing a stake of 4,550 shares — an estimated $50K sold.

Mutual of America Capital Management first reported a position in SIR in Q2 2013 and held it in 15 quarters. The position peaked at $5.32M in Q1 2014. 192 funds tracked by Wall St. Rank hold SIR as of Q1 2018.

Mutual of America Capital Management reported no remaining SELECT INCOME REIT position as of Q1 2018 after selling out during the quarter.
Mutual of America Capital Management sold 4,550 SELECT INCOME REIT shares in Q1 2018, an estimated $50K.
Mutual of America Capital Management first reported a position in SELECT INCOME REIT in Q2 2013 and held it in 15 quarters.
Mutual of America Capital Management's SELECT INCOME REIT position peaked at $5.32M in Q1 2014.
192 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2018.

Based on Mutual of America Capital Management's 13F filing for Q1 2018, filed 11 May 2018.