FHC
INC

First Heartland Consultants’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

First Heartland Consultants’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,241
Closed -$224K – 286
2017
Q4 		$224K Sell
2,241
-9,041
-80% -$904K 0.07% 248
2017
Q3 		$1.14M Sell
11,282
-1,125
-9% -$113K 0.28% 104
2017
Q2 		$1.25M Sell
12,407
-438
-3% -$44K 0.32% 81
2017
Q1 		$1.28M Buy
+12,845
New +$1.28M 0.36% 76

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Heartland Consultants's INC Position: Q1 2018 in Review

First Heartland Consultants sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 2,241 shares — an estimated $224K sold.

First Heartland Consultants first reported a position in INC in Q1 2017 and held it in 4 quarters. The position peaked at $1.28M in Q1 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • First Heartland Consultants 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 Heartland Consultants sold 2,241 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $224K.
  • First Heartland Consultants 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 Heartland Consultants's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $1.28M in Q1 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 Heartland Consultants's 13F filing for Q1 2018, filed 15 May 2018.