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Advocacy Wealth Management Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		– Sell
-22
Closed -$1K – 298
2013
Q2 		$1K Buy
+22
New +$936 ﹤0.01% 244

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Bank of America
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advocacy Wealth Management Services's ICF Position: Q3 2013 in Review

Advocacy Wealth Management Services sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2013, closing a stake of 22 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in ICF in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 211 funds tracked by Wall St. Rank hold ICF as of Q3 2013.

  • Advocacy Wealth Management Services reported no remaining iShares Select U.S. REIT ETF position as of Q3 2013 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 22 iShares Select U.S. REIT ETF shares in Q3 2013, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares Select U.S. REIT ETF position peaked at $1K in Q2 2013.
  • 211 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.