Princeton Alpha Management’s SELECT INCOME REIT SIR Stock Holding History

Princeton Alpha 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 Q2	–	Sell	-19,549	Closed	-$222K	–	476
2017 Q1	$222K	Sell	19,549 -5,419	-22%	-$60.9K	0.07%	446
2016 Q4	$277K	Sell	24,968 -15,484	-38%	-$169K	0.06%	494
2016 Q3	$478K	Buy	+40,452	New	+$481K	0.09%	337
2015 Q2	–	Sell	-24,713	Closed	-$271K	–	978
2015 Q1	$271K	Buy	+24,713	New	+$272K	0.06%	499

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Princeton Alpha Management's SIR Position: Q2 2017 in Review

Princeton Alpha Management sold out of SELECT INCOME REIT (SIR) in Q2 2017, closing a stake of 19,549 shares — an estimated $222K sold.

Princeton Alpha Management first reported a position in SIR in Q1 2015 and held it in 4 quarters. The position peaked at $478K in Q3 2016. 190 funds tracked by Wall St. Rank hold SIR as of Q2 2017.

Princeton Alpha Management reported no remaining SELECT INCOME REIT position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 19,549 SELECT INCOME REIT shares in Q2 2017, an estimated $222K.
Princeton Alpha Management first reported a position in SELECT INCOME REIT in Q1 2015 and held it in 4 quarters.
Princeton Alpha Management's SELECT INCOME REIT position peaked at $478K in Q3 2016.
190 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.