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Girard Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Girard 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
2018
Q4 		– Sell
-200
Closed -$10K – 486
2018
Q3 		$10K Buy
+200
New +$10.1K ﹤0.01% 739

Other funds holding ICF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Girard Partners's ICF Position: Q4 2018 in Review

Girard Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2018, closing a stake of 200 shares — an estimated $10K sold.

Girard Partners first reported a position in ICF in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 302 funds tracked by Wall St. Rank hold ICF as of Q4 2018.

  • Girard Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 200 iShares Select U.S. REIT ETF shares in Q4 2018, an estimated $10K.
  • Girard Partners first reported a position in iShares Select U.S. REIT ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares Select U.S. REIT ETF position peaked at $10K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.