Baldwin Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Baldwin Wealth 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
2017 Q1	–	Sell	-850	Closed	-$42K	–	515
2016 Q4	$42K	Hold	850	–	–	0.01%	304
2016 Q3	$45K	Sell	850 -100	-11%	-$5.41K	0.01%	308
2016 Q2	$51K	Hold	950	–	–	0.01%	269
2016 Q1	$49K	Buy	+950	New	+$45.8K	0.01%	305

Other funds holding ICF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

ANTB

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

Baldwin Wealth Partners's ICF Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2017, closing a stake of 850 shares — an estimated $42K sold.

Baldwin Wealth Partners first reported a position in ICF in Q1 2016 and held it in 4 quarters. The position peaked at $51K in Q2 2016. 289 funds tracked by Wall St. Rank hold ICF as of Q1 2017.

Baldwin Wealth Partners reported no remaining iShares Select U.S. REIT ETF position as of Q1 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 850 iShares Select U.S. REIT ETF shares in Q1 2017, an estimated $42K.
Baldwin Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2016 and held it in 4 quarters.
Baldwin Wealth Partners's iShares Select U.S. REIT ETF position peaked at $51K in Q2 2016.
289 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.