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

IBEX 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
2017 Q1	–	Sell	-386	Closed	-$19K	–	202
2016 Q4	$19K	Sell	386 -12,122	-97%	-$595K	0.01%	227
2016 Q3	$656K	Buy	+12,508	New	+$676K	0.36%	84

Other funds holding ICF

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

ANTB

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

IBEX Wealth Advisors's ICF Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2017, closing a stake of 386 shares — an estimated $19K sold.

IBEX Wealth Advisors first reported a position in ICF in Q3 2016 and held it in 2 quarters. The position peaked at $656K in Q3 2016. 289 funds tracked by Wall St. Rank hold ICF as of Q1 2017.

IBEX Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 386 iShares Select U.S. REIT ETF shares in Q1 2017, an estimated $19K.
IBEX Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2016 and held it in 2 quarters.
IBEX Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $656K in Q3 2016.
289 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.