SSB
SIR

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return