SMDAM
SIR

Sumitomo Mitsui DS Asset Management’s SELECT INCOME REIT SIR Stock Holding History

Sumitomo Mitsui DS Asset 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
2014
Q4 		– Sell
-679,517
Closed -$7.18M – 742
2014
Q3 		$7.18M Buy
+679,517
New +$8.21M 0.22% 121

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's SIR Position: Q4 2014 in Review

Sumitomo Mitsui DS Asset Management sold out of SELECT INCOME REIT (SIR) in Q4 2014, closing a stake of 679,517 shares — an estimated $7.18M sold.

Sumitomo Mitsui DS Asset Management first reported a position in SIR in Q3 2014 and held it in 1 quarter. The position peaked at $7.18M in Q3 2014. 144 funds tracked by Wall St. Rank hold SIR as of Q4 2014.

  • Sumitomo Mitsui DS Asset Management reported no remaining SELECT INCOME REIT position as of Q4 2014 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 679,517 SELECT INCOME REIT shares in Q4 2014, an estimated $7.18M.
  • Sumitomo Mitsui DS Asset Management first reported a position in SELECT INCOME REIT in Q3 2014 and held it in 1 quarter.
  • Sumitomo Mitsui DS Asset Management's SELECT INCOME REIT position peaked at $7.18M in Q3 2014.
  • 144 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2014.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2014, filed 21 Jan 2015.