Guidant Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$1.33M	Sell	22,176 -296	-1%	-$17.3K	0.49%	40
2019 Q2	$1.27M	Sell	22,472 -730	-3%	-$41K	0.49%	41
2019 Q1	$1.29M	Sell	23,202 -4	-0%	-$211	0.5%	41
2018 Q4	$1.11M	Buy	23,206 +6,136	+36%	+$306K	0.52%	42
2018 Q3	$847K	Sell	17,070 -46	-0.3%	-$2.33K	0.35%	29
2018 Q2	$849K	Sell	17,116 -18	-0.1%	-$856	0.37%	29
2018 Q1	$787K	Sell	17,134 -40	-0.2%	-$1.88K	0.36%	29
2017 Q4	$854K	Sell	17,174 -30	-0.2%	-$1.53K	0.38%	28
2017 Q3	$869K	Buy	17,204 +10	+0.1%	+$507	0.62%	27
2017 Q2	$847K	Sell	17,194 -2	-0%	-$101	0.44%	48
2017 Q1	$861K	Sell	17,196 -20	-0.1%	-$1K	0.45%	47
2016 Q4	$854K	Sell	17,216 -2,098	-11%	-$103K	0.48%	44
2016 Q3	$978K	Buy	+19,314	New	+$1.04M	0.6%	41

Other funds holding ICF

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Guidant Wealth Advisors's ICF Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 1.3% in Q3 2019, selling an estimated $17.3K and leaving 22,176 shares worth $1.33M. The position accounts for 0.49% of the portfolio, ranked #40.

Guidant Wealth Advisors first reported a position in ICF in Q3 2016 and has held it in 13 quarters since. 304 funds tracked by Wall St. Rank hold ICF as of Q3 2019.

Guidant Wealth Advisors held 22,176 shares of iShares Select U.S. REIT ETF worth $1.33M as of Q3 2019.
Guidant Wealth Advisors sold 296 iShares Select U.S. REIT ETF shares in Q3 2019, an estimated $17.3K.
iShares Select U.S. REIT ETF made up 0.49% of Guidant Wealth Advisors's portfolio in Q3 2019, its #40 holding.
Guidant Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2016 and has held it in 13 quarters since.
304 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.