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

Financial Advocates 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
2019 Q1	–	Sell	-18,776	Closed	-$898K	–	461
2018 Q4	$898K	Hold	18,776	–	–	0.12%	182
2018 Q3	$940K	Sell	18,776 -554	-3%	-$28.1K	0.11%	196
2018 Q2	$965K	Buy	19,330 +3,332	+21%	+$158K	0.12%	183
2018 Q1	$746K	Sell	15,998 -424	-3%	-$19.9K	0.1%	210
2017 Q4	$832K	Buy	+16,422	New	+$835K	0.11%	188

Other funds holding ICF

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Financial Advocates Investment Management's ICF Position: Q1 2019 in Review

Financial Advocates Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2019, closing a stake of 18,776 shares — an estimated $898K sold.

Financial Advocates Investment Management first reported a position in ICF in Q4 2017 and held it in 5 quarters. The position peaked at $965K in Q2 2018. 307 funds tracked by Wall St. Rank hold ICF as of Q1 2019.

Financial Advocates Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2019 after selling out during the quarter.
Financial Advocates Investment Management sold 18,776 iShares Select U.S. REIT ETF shares in Q1 2019, an estimated $898K.
Financial Advocates Investment Management first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 5 quarters.
Financial Advocates Investment Management's iShares Select U.S. REIT ETF position peaked at $965K in Q2 2018.
307 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2019.

Based on Financial Advocates Investment Management's 13F filing for Q1 2019, filed 16 May 2019.