AIA
ICF icon

Alera Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-4,064
Closed -$226K – 498
2019
Q1 		$226K Sell
4,064
-1,386
-25% -$72.9K 0.11% 68
2018
Q4 		$261K Buy
+5,450
New +$272K 0.16% 72

Other funds holding ICF

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

Alera Investment Advisors's ICF Position: Q2 2019 in Review

Alera Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2019, closing a stake of 4,064 shares — an estimated $226K sold.

Alera Investment Advisors first reported a position in ICF in Q4 2018 and held it in 2 quarters. The position peaked at $261K in Q4 2018. 302 funds tracked by Wall St. Rank hold ICF as of Q2 2019.

  • Alera Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 4,064 iShares Select U.S. REIT ETF shares in Q2 2019, an estimated $226K.
  • Alera Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's iShares Select U.S. REIT ETF position peaked at $261K in Q4 2018.
  • 302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.