SCM
SIR

Schnieders Capital Management’s SELECT INCOME REIT SIR Stock Holding History

Schnieders Capital 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
2018
Q3 		– Sell
-39,631
Closed -$391K – 158
2018
Q2 		$391K Buy
39,631
+5,347
+16% +$48.1K 0.17% 103
2018
Q1 		$294K Sell
34,284
-455
-1% -$4.16K 0.13% 118
2017
Q4 		$384K Buy
34,739
+910
+3% +$9.94K 0.16% 110
2017
Q3 		$348K Buy
33,829
+3,071
+10% +$31.5K 0.15% 116
2017
Q2 		$325K Buy
+30,758
New +$336K 0.15% 122

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 $1.27B AUM 26.55% 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

Schnieders Capital Management's SIR Position: Q3 2018 in Review

Schnieders Capital Management sold out of SELECT INCOME REIT (SIR) in Q3 2018, closing a stake of 39,631 shares — an estimated $391K sold.

Schnieders Capital Management first reported a position in SIR in Q2 2017 and held it in 5 quarters. The position peaked at $391K in Q2 2018. 194 funds tracked by Wall St. Rank hold SIR as of Q3 2018.

  • Schnieders Capital Management reported no remaining SELECT INCOME REIT position as of Q3 2018 after selling out during the quarter.
  • Schnieders Capital Management sold 39,631 SELECT INCOME REIT shares in Q3 2018, an estimated $391K.
  • Schnieders Capital Management first reported a position in SELECT INCOME REIT in Q2 2017 and held it in 5 quarters.
  • Schnieders Capital Management's SELECT INCOME REIT position peaked at $391K in Q2 2018.
  • 194 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2018.

Based on Schnieders Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.