Stifel Financial’s SELECT INCOME REIT SIR Stock Holding History

Stifel Financial’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	-34,387	Closed	-$332K	–	2882
2018 Q3	$332K	Buy	+34,387	New	+$323K	﹤0.01%	2304
2016 Q3	–	Sell	-19,731	Closed	-$226K	–	2563
2016 Q2	$226K	Buy	+19,731	New	+$210K	﹤0.01%	2195

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stifel Financial's SIR Position: Q4 2018 in Review

Stifel Financial sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 34,387 shares — an estimated $332K sold.

Stifel Financial first reported a position in SIR in Q2 2016 and held it in 2 quarters. The position peaked at $332K in Q3 2018. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

Stifel Financial reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
Stifel Financial sold 34,387 SELECT INCOME REIT shares in Q4 2018, an estimated $332K.
Stifel Financial first reported a position in SELECT INCOME REIT in Q2 2016 and held it in 2 quarters.
Stifel Financial's SELECT INCOME REIT position peaked at $332K in Q3 2018.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.