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

Avondale 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
2018
Q1 		– Sell
-100
Closed -$5K – 112
2017
Q4 		$5K Buy
+100
New +$5.09K ﹤0.01% 114

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Avondale Wealth Management's ICF Position: Q1 2018 in Review

Avondale Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Avondale Wealth Management first reported a position in ICF in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 286 funds tracked by Wall St. Rank hold ICF as of Q1 2018.

  • Avondale Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Avondale Wealth Management sold 100 iShares Select U.S. REIT ETF shares in Q1 2018, an estimated $5K.
  • Avondale Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 1 quarter.
  • Avondale Wealth Management's iShares Select U.S. REIT ETF position peaked at $5K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2018.

Based on Avondale Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.