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Harvest Investment Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Harvest Investment 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
2019
Q4 		– Sell
-3,712
Closed -$220K – 165
2019
Q3 		$220K Sell
3,712
-716
-16% -$41.9K 0.11% 143
2019
Q2 		$248K Sell
4,428
-1,434
-24% -$80.5K 0.14% 137
2019
Q1 		$325K Sell
5,862
-310
-5% -$16.3K 0.19% 99
2018
Q4 		$320K Buy
+6,172
New +$308K 0.29% 74

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harvest Investment Services's ICF Position: Q4 2019 in Review

Harvest Investment Services sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2019, closing a stake of 3,712 shares — an estimated $220K sold.

Harvest Investment Services first reported a position in ICF in Q4 2018 and held it in 4 quarters. The position peaked at $325K in Q1 2019. 341 funds tracked by Wall St. Rank hold ICF as of Q4 2019.

  • Harvest Investment Services reported no remaining iShares Select U.S. REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Investment Services sold 3,712 iShares Select U.S. REIT ETF shares in Q4 2019, an estimated $220K.
  • Harvest Investment Services first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and held it in 4 quarters.
  • Harvest Investment Services's iShares Select U.S. REIT ETF position peaked at $325K in Q1 2019.
  • 341 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2019.

Based on Harvest Investment Services's 13F filing for Q4 2019, filed 17 Jan 2020.