Stratos Wealth Partners’s SELECT INCOME REIT SIR Stock Holding History

Stratos Wealth Partners’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	-2,867	Closed	-$28K	–	2959
2018 Q3	$28K	Buy	+2,867	New	+$27K	﹤0.01%	1721
2018 Q2	–	Sell	-4,743	Closed	-$41K	–	3043
2018 Q1	$41K	Buy	4,743 +193	+4%	+$1.76K	﹤0.01%	1684
2017 Q4	$50K	Buy	+4,550	New	+$49.7K	﹤0.01%	1511

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 $10.3B AUM 67.69% 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

Stratos Wealth Partners's SIR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of SELECT INCOME REIT (SIR) in Q4 2018, closing a stake of 2,867 shares — an estimated $28K sold.

Stratos Wealth Partners first reported a position in SIR in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q4 2017. 175 funds tracked by Wall St. Rank hold SIR as of Q4 2018.

Stratos Wealth Partners reported no remaining SELECT INCOME REIT position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 2,867 SELECT INCOME REIT shares in Q4 2018, an estimated $28K.
Stratos Wealth Partners first reported a position in SELECT INCOME REIT in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's SELECT INCOME REIT position peaked at $50K in Q4 2017.
175 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.