PFGIA
SIR

Patriot Financial Group Insurance Agency’s SELECT INCOME REIT SIR Stock Holding History

Patriot Financial Group Insurance Agency’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
-27,657
Closed -$204K – 1357
2018
Q4 		$204K Sell
27,657
-28,959
-51% -$243K 0.13% 128
2018
Q3 		$546K Buy
56,616
+19,549
+53% +$184K 0.33% 46
2018
Q2 		$366K Buy
37,067
+2,385
+7% +$21.5K 0.39% 47
2018
Q1 		$292K Buy
34,682
+5,030
+17% +$46K 0.22% 97
2017
Q4 		$315K Buy
29,652
+903
+3% +$9.86K 0.24% 85
2017
Q3 		$307K Buy
28,749
+3,360
+13% +$34.5K 0.27% 74
2017
Q2 		$260K Sell
25,389
-2,136
-8% -$23.3K 0.27% 72
2017
Q1 		$311K Sell
27,525
-1,570
-5% -$17.6K 0.33% 55
2016
Q4 		$325K Buy
+29,095
New +$317K 0.44% 43

Patriot Financial Group Insurance Agency's SIR Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of SELECT INCOME REIT (SIR) in Q1 2019, closing a stake of 27,657 shares — an estimated $204K sold.

Patriot Financial Group Insurance Agency first reported a position in SIR in Q4 2016 and held it in 9 quarters. The position peaked at $546K in Q3 2018. 0 funds tracked by Wall St. Rank hold SIR as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining SELECT INCOME REIT position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 27,657 SELECT INCOME REIT shares in Q1 2019, an estimated $204K.
  • Patriot Financial Group Insurance Agency first reported a position in SELECT INCOME REIT in Q4 2016 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's SELECT INCOME REIT position peaked at $546K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.