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Financial Gravity Companies’s iShares Select U.S. REIT ETF ICF Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-468
Closed -$22K – 1504
2017
Q4 		$22K Buy
+468
New +$23.8K 0.03% 471

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Gravity Companies's ICF Position: Q1 2018 in Review

Financial Gravity Companies sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2018, closing a stake of 468 shares — an estimated $22K sold.

Financial Gravity Companies first reported a position in ICF in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 286 funds tracked by Wall St. Rank hold ICF as of Q1 2018.

  • Financial Gravity Companies reported no remaining iShares Select U.S. REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 468 iShares Select U.S. REIT ETF shares in Q1 2018, an estimated $22K.
  • Financial Gravity Companies first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's iShares Select U.S. REIT ETF position peaked at $22K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.