First Capital Advisors Group’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-19,895
Closed -$1.99M 904
2017
Q4
$1.99M Buy
19,895
+3,848
+24% +$385K 1.26% 21
2017
Q3
$1.62M Buy
16,047
+6,258
+64% +$631K 1.11% 23
2017
Q2
$984K Buy
9,789
+3,188
+48% +$320K 0.67% 36
2017
Q1
$658K Buy
+6,601
New +$658K 0.49% 68

Other funds holding INC

First Capital Advisors Group's INC Position: Q1 2018 in Review

First Capital Advisors Group sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 19,895 shares — an estimated $1.99M sold.

First Capital Advisors Group first reported a position in INC in Q1 2017 and held it in 4 quarters. The position peaked at $1.99M in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • First Capital Advisors Group reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 19,895 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $1.99M.
  • First Capital Advisors Group first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q1 2017 and held it in 4 quarters.
  • First Capital Advisors Group's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $1.99M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on First Capital Advisors Group's 13F filing for Q1 2018, filed 11 Apr 2018.