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Emerson Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Emerson Investment Management’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
2014
Q4 		– Sell
-1,070
Closed -$45K – 166
2014
Q3 		$45K Buy
+1,070
New +$47.3K 0.01% 169

Other funds holding ICF

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Emerson Investment Management's ICF Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2014, closing a stake of 1,070 shares — an estimated $45K sold.

Emerson Investment Management first reported a position in ICF in Q3 2014 and held it in 1 quarter. The position peaked at $45K in Q3 2014. 266 funds tracked by Wall St. Rank hold ICF as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 1,070 iShares Select U.S. REIT ETF shares in Q4 2014, an estimated $45K.
  • Emerson Investment Management first reported a position in iShares Select U.S. REIT ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Select U.S. REIT ETF position peaked at $45K in Q3 2014.
  • 266 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.