ZIM
SIR

Zacks Investment Management’s SELECT INCOME REIT SIR Stock Holding History

Zacks Investment 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
Q4 		– Sell
-174,063
Closed -$2.06M – 790
2016
Q3 		$2.06M Buy
+174,063
New +$2.07M 0.06% 198
2013
Q4 		– Sell
-20,266
Closed -$230K – 790
2013
Q3 		$230K Sell
20,266
-4,757
-19% -$54.1K 0.01% 585
2013
Q2 		$308K Buy
+25,023
New +$309K 0.01% 446

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zacks Investment Management's SIR Position: Q4 2016 in Review

Zacks Investment Management sold out of SELECT INCOME REIT (SIR) in Q4 2016, closing a stake of 174,063 shares — an estimated $2.06M sold.

Zacks Investment Management first reported a position in SIR in Q2 2013 and held it in 3 quarters. The position peaked at $2.06M in Q3 2016. 199 funds tracked by Wall St. Rank hold SIR as of Q4 2016.

  • Zacks Investment Management reported no remaining SELECT INCOME REIT position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 174,063 SELECT INCOME REIT shares in Q4 2016, an estimated $2.06M.
  • Zacks Investment Management first reported a position in SELECT INCOME REIT in Q2 2013 and held it in 3 quarters.
  • Zacks Investment Management's SELECT INCOME REIT position peaked at $2.06M in Q3 2016.
  • 199 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.