Fort Point Capital Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Fort Point Capital Partners’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
2016 Q4	–	Sell	-3,962	Closed	-$208K	–	125
2016 Q3	$208K	Buy	+3,962	New	+$214K	0.09%	124

Other funds holding ICF

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fort Point Capital Partners's ICF Position: Q4 2016 in Review

Fort Point Capital Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2016, closing a stake of 3,962 shares — an estimated $208K sold.

Fort Point Capital Partners first reported a position in ICF in Q3 2016 and held it in 1 quarter. The position peaked at $208K in Q3 2016. 290 funds tracked by Wall St. Rank hold ICF as of Q4 2016.

Fort Point Capital Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2016 after selling out during the quarter.
Fort Point Capital Partners sold 3,962 iShares Select U.S. REIT ETF shares in Q4 2016, an estimated $208K.
Fort Point Capital Partners first reported a position in iShares Select U.S. REIT ETF in Q3 2016 and held it in 1 quarter.
Fort Point Capital Partners's iShares Select U.S. REIT ETF position peaked at $208K in Q3 2016.
290 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2016.

Based on Fort Point Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.