CFA
IFNA

Carroll Financial Associates’s ISHARES NORTH AMERICA REAL ESTATE ETF IFNA Stock Holding History

Carroll Financial Associates’s Portfolio IFNA Stock Details IFNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-238
Closed -$13K – 1018
2014
Q2 		$13K Hold
238
– – ﹤0.01% 564
2014
Q1 		$12K Buy
+238
New +$11.7K ﹤0.01% 512
2013
Q4 		– Sell
-238
Closed -$11K – 947
2013
Q3 		$11K Buy
+238
New +$11.6K ﹤0.01% 515

Other funds holding IFNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carroll Financial Associates's IFNA Position: Q3 2014 in Review

Carroll Financial Associates sold out of ISHARES NORTH AMERICA REAL ESTATE ETF (IFNA) in Q3 2014, closing a stake of 238 shares — an estimated $13K sold.

Carroll Financial Associates first reported a position in IFNA in Q3 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2014. 19 funds tracked by Wall St. Rank hold IFNA as of Q3 2014.

  • Carroll Financial Associates reported no remaining ISHARES NORTH AMERICA REAL ESTATE ETF position as of Q3 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 238 ISHARES NORTH AMERICA REAL ESTATE ETF shares in Q3 2014, an estimated $13K.
  • Carroll Financial Associates first reported a position in ISHARES NORTH AMERICA REAL ESTATE ETF in Q3 2013 and held it in 3 quarters.
  • Carroll Financial Associates's ISHARES NORTH AMERICA REAL ESTATE ETF position peaked at $13K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held ISHARES NORTH AMERICA REAL ESTATE ETF as of Q3 2014.

Based on Carroll Financial Associates's 13F filing for Q3 2014, filed 13 Nov 2014.