Carroll Financial Associates’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Carroll Financial Associates’s Portfolio IFGL Stock Details IFGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,800	Closed	-$79K	–	1219
2017 Q2	$79K	Hold	2,800	–	–	0.01%	417
2017 Q1	$76K	Hold	2,800	–	–	0.01%	406
2016 Q4	$73K	Hold	2,800	–	–	0.01%	401
2016 Q3	$84K	Hold	2,800	–	–	0.01%	377
2016 Q2	$81K	Hold	2,800	–	–	0.01%	363
2016 Q1	$81K	Hold	2,800	–	–	0.02%	346
2015 Q4	$78K	Hold	2,800	–	–	0.02%	330
2015 Q3	$81K	Hold	2,800	–	–	0.02%	315
2015 Q2	$83K	Buy	+2,800	New	+$88.3K	0.02%	291
2014 Q4	–	Sell	-5,300	Closed	-$162K	–	795
2014 Q3	$162K	Buy	5,300 +300	+6%	+$9.55K	0.05%	167
2014 Q2	$161K	Hold	5,000	–	–	0.05%	177
2014 Q1	$150K	Buy	+5,000	New	+$150K	0.05%	171

Other funds holding IFGL

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carroll Financial Associates's IFGL Position: Q3 2017 in Review

Carroll Financial Associates sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2017, closing a stake of 2,800 shares — an estimated $79K sold.

Carroll Financial Associates first reported a position in IFGL in Q1 2014 and held it in 12 quarters. The position peaked at $162K in Q3 2014. 89 funds tracked by Wall St. Rank hold IFGL as of Q3 2017.

Carroll Financial Associates reported no remaining iShares International Developed Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Carroll Financial Associates sold 2,800 iShares International Developed Real Estate ETF shares in Q3 2017, an estimated $79K.
Carroll Financial Associates first reported a position in iShares International Developed Real Estate ETF in Q1 2014 and held it in 12 quarters.
Carroll Financial Associates's iShares International Developed Real Estate ETF position peaked at $162K in Q3 2014.
89 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2017.

Based on Carroll Financial Associates's 13F filing for Q3 2017, filed 25 Oct 2017.