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3D Asset Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

3D Asset Management’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,704
Closed -$334K – 61
2019
Q4 		$334K Sell
5,704
-238
-4% -$14K 0.08% 51
2019
Q3 		$357K Sell
5,942
-146
-2% -$8.54K 0.09% 49
2019
Q2 		$343K Sell
6,088
-74
-1% -$4.16K 0.08% 50
2019
Q1 		$343K Sell
6,162
-78
-1% -$4.11K 0.08% 46
2018
Q4 		$299K Buy
6,240
+34
+0.5% +$1.7K 0.08% 50
2018
Q3 		$311K Sell
6,206
-338
-5% -$17.1K 0.07% 55
2018
Q2 		$327K Sell
6,544
-64
-1% -$3.04K 0.08% 50
2018
Q1 		$308K Buy
6,608
+186
+3% +$8.72K 0.07% 48
2017
Q4 		$325K Sell
6,422
-458
-7% -$23.3K 0.08% 45
2017
Q3 		$346K Sell
6,880
-22
-0.3% -$1.12K 0.08% 43
2017
Q2 		$349K Sell
6,902
-160
-2% -$8.08K 0.09% 46
2017
Q1 		$352K Sell
7,062
-300
-4% -$15K 0.09% 46
2016
Q4 		$367K Sell
7,362
-6,230
-46% -$306K 0.1% 45
2016
Q3 		$713K Sell
13,592
-1,286
-9% -$69.5K 0.19% 34
2016
Q2 		$805K Buy
14,878
+100
+0.7% +$5.14K 0.22% 32
2016
Q1 		$762K Sell
14,778
-1,110
-7% -$53.5K 0.22% 34
2015
Q4 		$788K Sell
15,888
-1,248
-7% -$60.6K 0.24% 29
2015
Q3 		$794K Sell
17,136
-122
-0.7% -$5.67K 0.24% 29
2015
Q2 		$773K Buy
17,258
+210
+1% +$10.1K 0.23% 32
2015
Q1 		$862K Sell
17,048
-1,852
-10% -$94.4K 0.26% 29
2014
Q4 		$915K Sell
18,900
-626
-3% -$29.2K 0.28% 27
2014
Q3 		$825K Sell
19,526
-13,286
-40% -$587K 0.25% 33
2014
Q2 		$1.43M Sell
32,812
-892
-3% -$38.4K 0.42% 22
2014
Q1 		$1.39M Sell
33,704
-1,006
-3% -$40K 0.42% 24
2013
Q4 		$1.3M Buy
34,710
+204
+0.6% +$7.89K 0.39% 26
2013
Q3 		$1.33M Sell
34,506
-1,670
-5% -$66.2K 0.43% 24
2013
Q2 		$1.46M Buy
+36,176
New +$1.54M 0.49% 21

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

3D Asset Management's ICF Position: Q1 2020 in Review

3D Asset Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2020, closing a stake of 5,704 shares — an estimated $334K sold.

3D Asset Management first reported a position in ICF in Q2 2013 and held it in 27 quarters. The position peaked at $1.46M in Q2 2013. 313 funds tracked by Wall St. Rank hold ICF as of Q1 2020.

  • 3D Asset Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2020 after selling out during the quarter.
  • 3D Asset Management sold 5,704 iShares Select U.S. REIT ETF shares in Q1 2020, an estimated $334K.
  • 3D Asset Management first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 27 quarters.
  • 3D Asset Management's iShares Select U.S. REIT ETF position peaked at $1.46M in Q2 2013.
  • 313 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2020.

Based on 3D Asset Management's 13F filing for Q1 2020, filed 7 May 2020.