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Calton & Associates’s iShares Select U.S. REIT ETF ICF Stock Holding History

Calton & Associates’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
-174
Closed -$8K – 769
2017
Q4 		$8K Buy
+174
New +$8.85K ﹤0.01% 1124

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

Calton & Associates's ICF Position: Q1 2018 in Review

Calton & Associates sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2018, closing a stake of 174 shares — an estimated $8K sold.

Calton & Associates first reported a position in ICF in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 286 funds tracked by Wall St. Rank hold ICF as of Q1 2018.

  • Calton & Associates reported no remaining iShares Select U.S. REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 174 iShares Select U.S. REIT ETF shares in Q1 2018, an estimated $8K.
  • Calton & Associates first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Select U.S. REIT ETF position peaked at $8K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.