RA
SIR

Rational Advisors’s SELECT INCOME REIT SIR Stock Holding History

Rational Advisors’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
Q3 		– Sell
-22,113
Closed -$219K – 576
2018
Q2 		$219K Sell
22,113
-88,566
-80% -$797K 0.1% 187
2018
Q1 		$947K Buy
+110,679
New +$1.01M 0.45% 85

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rational Advisors's SIR Position: Q3 2018 in Review

Rational Advisors sold out of SELECT INCOME REIT (SIR) in Q3 2018, closing a stake of 22,113 shares — an estimated $219K sold.

Rational Advisors first reported a position in SIR in Q1 2018 and held it in 2 quarters. The position peaked at $947K in Q1 2018. 194 funds tracked by Wall St. Rank hold SIR as of Q3 2018.

  • Rational Advisors reported no remaining SELECT INCOME REIT position as of Q3 2018 after selling out during the quarter.
  • Rational Advisors sold 22,113 SELECT INCOME REIT shares in Q3 2018, an estimated $219K.
  • Rational Advisors first reported a position in SELECT INCOME REIT in Q1 2018 and held it in 2 quarters.
  • Rational Advisors's SELECT INCOME REIT position peaked at $947K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2018.

Based on Rational Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.