WealthPLAN Partners’s SELECT INCOME REIT SIR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-532
Closed -$6.01K 475
2017
Q1
$6.01K Buy
+532
New +$5.97K 0.02% 327
2016
Q3
$34.2K Sell
2,989
-2,457
-45% -$29.2K 0.01% 391
2016
Q2
$34.2K Buy
+5,446
New +$57.9K ﹤0.01% 1102

Other funds holding SIR

WealthPLAN Partners's SIR Position: Q2 2017 in Review

WealthPLAN Partners sold out of SELECT INCOME REIT (SIR) in Q2 2017, closing a stake of 532 shares — an estimated $6.01K sold.

WealthPLAN Partners first reported a position in SIR in Q2 2016 and held it in 3 quarters. The position peaked at $34.2K in Q3 2016. 190 funds tracked by Wall St. Rank hold SIR as of Q2 2017.

  • WealthPLAN Partners reported no remaining SELECT INCOME REIT position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 532 SELECT INCOME REIT shares in Q2 2017, an estimated $6.01K.
  • WealthPLAN Partners first reported a position in SELECT INCOME REIT in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's SELECT INCOME REIT position peaked at $34.2K in Q3 2016.
  • 190 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.