CI Investments Inc
ICF icon

CI Investments Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

CI Investments Inc’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
2021
Q1 		– Sell
-7,006
Closed -$377K – 1029
2020
Q4 		$377K Sell
7,006
-452
-6% -$23.9K ﹤0.01% 586
2020
Q3 		$380K Buy
+7,458
New +$386K ﹤0.01% 459

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
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

CI Investments Inc's ICF Position: Q1 2021 in Review

CI Investments Inc sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2021, closing a stake of 7,006 shares — an estimated $377K sold.

CI Investments Inc first reported a position in ICF in Q3 2020 and held it in 2 quarters. The position peaked at $380K in Q3 2020. 332 funds tracked by Wall St. Rank hold ICF as of Q1 2021.

  • CI Investments Inc reported no remaining iShares Select U.S. REIT ETF position as of Q1 2021 after selling out during the quarter.
  • CI Investments Inc sold 7,006 iShares Select U.S. REIT ETF shares in Q1 2021, an estimated $377K.
  • CI Investments Inc first reported a position in iShares Select U.S. REIT ETF in Q3 2020 and held it in 2 quarters.
  • CI Investments Inc's iShares Select U.S. REIT ETF position peaked at $380K in Q3 2020.
  • 332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2021.

Based on CI Investments Inc's 13F filing for Q1 2021, filed 13 May 2021.