Ausdal Financial Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Ausdal Financial Partners’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 Q4	–	Sell	-14,942	Closed	-$748K	–	314
2018 Q3	$748K	Buy	+14,942	New	+$758K	0.21%	139
2018 Q1	–	Sell	-3,976	Closed	-$201K	–	375
2017 Q4	$201K	Sell	3,976 -40	-1%	-$2.04K	0.07%	334
2017 Q3	$202K	Hold	4,016	–	–	0.08%	308
2017 Q2	$203K	Hold	4,016	–	–	0.09%	284
2017 Q1	$200K	Hold	4,016	–	–	0.09%	260
2016 Q4	$200K	Hold	4,016	–	–	0.09%	235
2016 Q3	$211K	Sell	4,016 -132	-3%	-$7.14K	0.11%	223
2016 Q2	$224K	Buy	4,148 +190	+5%	+$9.77K	0.11%	205
2016 Q1	$204K	Sell	3,958 -726	-15%	-$35K	0.12%	201
2015 Q4	$232K	Buy	+4,684	New	+$228K	0.12%	194

Other funds holding ICF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ausdal Financial Partners's ICF Position: Q4 2018 in Review

Ausdal Financial Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2018, closing a stake of 14,942 shares — an estimated $748K sold.

Ausdal Financial Partners first reported a position in ICF in Q4 2015 and held it in 10 quarters. The position peaked at $748K in Q3 2018. 302 funds tracked by Wall St. Rank hold ICF as of Q4 2018.

Ausdal Financial Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 14,942 iShares Select U.S. REIT ETF shares in Q4 2018, an estimated $748K.
Ausdal Financial Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2015 and held it in 10 quarters.
Ausdal Financial Partners's iShares Select U.S. REIT ETF position peaked at $748K in Q3 2018.
302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.