Aveo Capital Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Aveo Capital 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
2019 Q4	–	Sell	-48,276	Closed	-$2.85M	–	192
2019 Q3	$2.85M	Buy	+48,276	New	+$2.82M	1.18%	27
2017 Q1	–	Sell	-5,884	Closed	-$293K	–	169
2016 Q4	$293K	Buy	+5,884	New	+$289K	0.08%	155

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

ANTB

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

CFB

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aveo Capital Partners's ICF Position: Q4 2019 in Review

Aveo Capital Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2019, closing a stake of 48,276 shares — an estimated $2.85M sold.

Aveo Capital Partners first reported a position in ICF in Q4 2016 and held it in 2 quarters. The position peaked at $2.85M in Q3 2019. 341 funds tracked by Wall St. Rank hold ICF as of Q4 2019.

Aveo Capital Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2019 after selling out during the quarter.
Aveo Capital Partners sold 48,276 iShares Select U.S. REIT ETF shares in Q4 2019, an estimated $2.85M.
Aveo Capital Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2016 and held it in 2 quarters.
Aveo Capital Partners's iShares Select U.S. REIT ETF position peaked at $2.85M in Q3 2019.
341 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2019.

Based on Aveo Capital Partners's 13F filing for Q4 2019, filed 6 Feb 2020.