IA
ROOF

IFP Advisors’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

IFP Advisors’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,101
Closed -$30K – 4158
2016
Q4 		$30K Hold
1,101
– – ﹤0.01% 2206
2016
Q3 		$30K Hold
1,101
– – ﹤0.01% 2157
2016
Q2 		$29K Buy
+1,101
New +$28.2K ﹤0.01% 2115
2016
Q1 		– Sell
-1,101
Closed -$27K – 3533
2015
Q4 		$27K Buy
+1,101
New +$27.2K ﹤0.01% 1998

Other funds holding ROOF

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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's ROOF Position: Q1 2017 in Review

IFP Advisors sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q1 2017, closing a stake of 1,101 shares — an estimated $30K sold.

IFP Advisors first reported a position in ROOF in Q4 2015 and held it in 4 quarters. The position peaked at $30K in Q4 2016. 29 funds tracked by Wall St. Rank hold ROOF as of Q1 2017.

  • IFP Advisors reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • IFP Advisors sold 1,101 NYLI CBRE NextGen Real Estate ETF shares in Q1 2017, an estimated $30K.
  • IFP Advisors first reported a position in NYLI CBRE NextGen Real Estate ETF in Q4 2015 and held it in 4 quarters.
  • IFP Advisors's NYLI CBRE NextGen Real Estate ETF position peaked at $30K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q1 2017.

Based on IFP Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.