Northwestern Mutual Wealth Management’s SELECT INCOME REIT SIR Stock Holding History

Northwestern Mutual Wealth 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
2017 Q3	–	Sell	-712	Closed	-$8K	–	2350
2017 Q2	$8K	Buy	+712	New	+$7.78K	﹤0.01%	1668
2016 Q1	–	Sell	-68	Closed	-$1K	–	2352
2015 Q4	$1K	Sell	68 -728	-91%	-$6.4K	﹤0.01%	1538
2015 Q3	$7K	Buy	796 +475	+148%	+$4.12K	﹤0.01%	1183
2015 Q2	$3K	Buy	+321	New	+$3.29K	﹤0.01%	1232

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's SIR Position: Q3 2017 in Review

Northwestern Mutual Wealth Management sold out of SELECT INCOME REIT (SIR) in Q3 2017, closing a stake of 712 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in SIR in Q2 2015 and held it in 4 quarters. The position peaked at $8K in Q2 2017. 176 funds tracked by Wall St. Rank hold SIR as of Q3 2017.

Northwestern Mutual Wealth Management reported no remaining SELECT INCOME REIT position as of Q3 2017 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 712 SELECT INCOME REIT shares in Q3 2017, an estimated $8K.
Northwestern Mutual Wealth Management first reported a position in SELECT INCOME REIT in Q2 2015 and held it in 4 quarters.
Northwestern Mutual Wealth Management's SELECT INCOME REIT position peaked at $8K in Q2 2017.
176 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.