Signature Wealth Management Group’s SELECT INCOME REIT SIR Stock Holding History

Signature Wealth Management Group’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 Q4	–	Sell	-284	Closed	-$2K	–	331
2018 Q3	$2K	Hold	284	–	–	﹤0.01%	306
2018 Q2	$3K	Hold	284	–	–	﹤0.01%	292
2018 Q1	$2K	Hold	284	–	–	﹤0.01%	305
2017 Q4	$3K	Buy	+284	New	+$3.1K	﹤0.01%	300

Other funds holding SIR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signature Wealth Management Group's SIR Position: Q4 2018 in Review

Signature Wealth Management Group sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 284 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in SIR in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q2 2018. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

Signature Wealth Management Group reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 284 SELECT INCOME REIT shares in Q4 2018, an estimated $2K.
Signature Wealth Management Group first reported a position in SELECT INCOME REIT in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's SELECT INCOME REIT position peaked at $3K in Q2 2018.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.