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Avantax Planning Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Avantax Planning 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
-1,428
Closed -$71K – 700
2018
Q3 		$71K Buy
+1,428
New +$72.4K 0.01% 412
2018
Q2 		– Sell
-1,418
Closed -$66K – 792
2018
Q1 		$66K Buy
+1,418
New +$66.5K 0.01% 480

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
M&T Bank
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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Avantax Planning Partners's ICF Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2018, closing a stake of 1,428 shares — an estimated $71K sold.

Avantax Planning Partners first reported a position in ICF in Q1 2018 and held it in 2 quarters. The position peaked at $71K in Q3 2018. 302 funds tracked by Wall St. Rank hold ICF as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,428 iShares Select U.S. REIT ETF shares in Q4 2018, an estimated $71K.
  • Avantax Planning Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares Select U.S. REIT ETF position peaked at $71K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.