Sandy Spring Bank’s SELECT INCOME REIT SIR Stock Holding History

Sandy Spring Bank’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	-1,397	Closed	-$15K	–	897
2017 Q4	$15K	Hold	1,397	–	–	﹤0.01%	633
2017 Q3	$14K	Hold	1,397	–	–	﹤0.01%	628
2017 Q2	$15K	Buy	+1,397	New	+$15.3K	﹤0.01%	626
2016 Q2	–	Sell	-485	Closed	-$5K	–	957
2016 Q1	$5K	Buy	+485	New	+$4.31K	﹤0.01%	813

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

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

Sandy Spring Bank's SIR Position: Q1 2018 in Review

Sandy Spring Bank sold out of SELECT INCOME REIT (SIR) in Q1 2018, closing a stake of 1,397 shares — an estimated $15K sold.

Sandy Spring Bank first reported a position in SIR in Q1 2016 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 192 funds tracked by Wall St. Rank hold SIR as of Q1 2018.

Sandy Spring Bank reported no remaining SELECT INCOME REIT position as of Q1 2018 after selling out during the quarter.
Sandy Spring Bank sold 1,397 SELECT INCOME REIT shares in Q1 2018, an estimated $15K.
Sandy Spring Bank first reported a position in SELECT INCOME REIT in Q1 2016 and held it in 4 quarters.
Sandy Spring Bank's SELECT INCOME REIT position peaked at $15K in Q4 2017.
192 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2018.

Based on Sandy Spring Bank's 13F filing for Q1 2018, filed 4 May 2018.