CT Financial Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

CT Financial Advisors’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 Q1	$8.43K	Buy	307 +2	+0.7%	+$54	0.01%	466
2016 Q4	$8.01K	Sell	305 -1,401	-82%	-$38.9K	0.01%	465
2016 Q3	$51.5K	Buy	1,706 +2	+0.1%	+$60	0.03%	262
2016 Q2	$49.7K	Buy	1,704 +859	+102%	+$25.3K	0.03%	266
2016 Q1	$24.7K	Buy	845 +2	+0.2%	+$55	0.01%	352
2015 Q4	$23.5K	Buy	843 +4	+0.5%	+$114	0.01%	364
2015 Q3	$23.5K	Hold	839	–	–	0.01%	364
2015 Q2	$25K	Buy	839 +4	+0.5%	+$126	0.01%	372
2015 Q1	$25.9K	Buy	835 +2	+0.2%	+$63	0.01%	362
2014 Q4	$25K	Buy	+833	New	+$25.2K	0.02%	299
2014 Q1	$25.9K	Buy	+835	New	+$25K	0.01%	362

Other funds holding IFGL

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

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

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

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

DCM

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

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

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

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CT Financial Advisors's IFGL Position: Q1 2017 in Review

CT Financial Advisors increased its iShares International Developed Real Estate ETF (IFGL) stake by 0.66% in Q1 2017, buying an estimated $54 and bringing the position to 307 shares worth $8.43K. The position accounts for 0.01% of the portfolio, ranked #466.

CT Financial Advisors first reported a position in IFGL in Q1 2014 and has held it in 11 quarters since. The position peaked at $51.5K in Q3 2016. 84 funds tracked by Wall St. Rank hold IFGL as of Q1 2017.

CT Financial Advisors held 307 shares of iShares International Developed Real Estate ETF worth $8.43K as of Q1 2017.
CT Financial Advisors bought 2 iShares International Developed Real Estate ETF shares in Q1 2017, an estimated $54.
iShares International Developed Real Estate ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #466 holding.
CT Financial Advisors first reported a position in iShares International Developed Real Estate ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares International Developed Real Estate ETF position peaked at $51.5K in Q3 2016.
84 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.