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

Altavista Wealth 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
2014 Q2	–	Sell	-8,838	Closed	-$363K	–	119
2014 Q1	$363K	Buy	8,838 +3,038	+52%	+$121K	0.22%	89
2013 Q4	$217K	Hold	5,800	–	–	0.13%	111
2013 Q3	$223K	Hold	5,800	–	–	0.15%	110
2013 Q2	$234K	Buy	+5,800	New	+$247K	0.16%	106

Other funds holding ICF

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Altavista Wealth Management's ICF Position: Q2 2014 in Review

Altavista Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2014, closing a stake of 8,838 shares — an estimated $363K sold.

Altavista Wealth Management first reported a position in ICF in Q2 2013 and held it in 4 quarters. The position peaked at $363K in Q1 2014. 243 funds tracked by Wall St. Rank hold ICF as of Q2 2014.

Altavista Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2014 after selling out during the quarter.
Altavista Wealth Management sold 8,838 iShares Select U.S. REIT ETF shares in Q2 2014, an estimated $363K.
Altavista Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 4 quarters.
Altavista Wealth Management's iShares Select U.S. REIT ETF position peaked at $363K in Q1 2014.
243 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2014.

Based on Altavista Wealth Management's 13F filing for Q2 2014, filed 13 Aug 2014.