SCM
SIR

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

Sterling 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
2016
Q1 		– Sell
-78,230
Closed -$682K – 1022
2015
Q4 		$682K Buy
+78,230
New +$688K 0.01% 630
2015
Q3 		– Sell
-69,886
Closed -$634K – 1064
2015
Q2 		$634K Buy
69,886
+48,299
+224% +$494K 0.01% 560
2015
Q1 		$237K Sell
21,587
-161,437
-88% -$1.78M ﹤0.01% 823
2014
Q4 		$1.96M Sell
183,024
-2,436
-1% -$25.8K 0.02% 401
2014
Q3 		$1.96M Buy
+185,460
New +$2.24M 0.02% 372
2013
Q3 		– Sell
-28,604
Closed -$353K – 726
2013
Q2 		$353K Buy
+28,604
New +$353K ﹤0.01% 387

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM