First Personal Financial Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

First Personal Financial Services’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	-1,460	Closed	-$74K	–	1049
2017 Q4	$74K	Hold	1,460	–	–	0.01%	390
2017 Q3	$73K	Hold	1,460	–	–	0.02%	363
2017 Q2	$74K	Hold	1,460	–	–	0.02%	350
2017 Q1	$73K	Hold	1,460	–	–	0.02%	331
2016 Q4	$73K	Hold	1,460	–	–	0.02%	321
2016 Q3	$77K	Hold	1,460	–	–	0.02%	230
2016 Q2	$79K	Buy	+1,460	New	+$75K	0.03%	216

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

First Personal Financial Services's ICF Position: Q1 2018 in Review

First Personal Financial Services sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2018, closing a stake of 1,460 shares — an estimated $74K sold.

First Personal Financial Services first reported a position in ICF in Q2 2016 and held it in 7 quarters. The position peaked at $79K in Q2 2016. 286 funds tracked by Wall St. Rank hold ICF as of Q1 2018.

First Personal Financial Services reported no remaining iShares Select U.S. REIT ETF position as of Q1 2018 after selling out during the quarter.
First Personal Financial Services sold 1,460 iShares Select U.S. REIT ETF shares in Q1 2018, an estimated $74K.
First Personal Financial Services first reported a position in iShares Select U.S. REIT ETF in Q2 2016 and held it in 7 quarters.
First Personal Financial Services's iShares Select U.S. REIT ETF position peaked at $79K in Q2 2016.
286 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.