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

Altman 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
2018
Q3 		– Sell
-14,906
Closed -$1.64M – 79
2018
Q2 		$1.64M Buy
+14,906
New +$709K 1.51% 40

Other funds holding ICF

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Altman Advisors's ICF Position: Q3 2018 in Review

Altman Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2018, closing a stake of 14,906 shares — an estimated $1.64M sold.

Altman Advisors first reported a position in ICF in Q2 2018 and held it in 1 quarter. The position peaked at $1.64M in Q2 2018. 285 funds tracked by Wall St. Rank hold ICF as of Q3 2018.

  • Altman Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2018 after selling out during the quarter.
  • Altman Advisors sold 14,906 iShares Select U.S. REIT ETF shares in Q3 2018, an estimated $1.64M.
  • Altman Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2018 and held it in 1 quarter.
  • Altman Advisors's iShares Select U.S. REIT ETF position peaked at $1.64M in Q2 2018.
  • 285 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2018.

Based on Altman Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.