Independent Portfolio Consultants’s iShares Select U.S. REIT ETF ICF Stock Holding History

Independent Portfolio Consultants’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 Q2	$1K	Sell	20 -8	-29%	-$404	﹤0.01%	779
2017 Q1	$1K	Sell	28 -3,610	-99%	-$181K	﹤0.01%	795
2016 Q4	$181K	Buy	3,638 +3,610	+12,893%	+$177K	0.06%	333
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	706
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	723
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	746
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	748
2015 Q3	$1K	Hold	28	–	–	﹤0.01%	778
2015 Q2	$1K	Hold	28	–	–	﹤0.01%	855
2015 Q1	$1K	Hold	28	–	–	﹤0.01%	933
2014 Q4	$1K	Sell	28 -3,770	-99%	-$176K	﹤0.01%	782
2014 Q3	$160K	Buy	3,798 +202	+6%	+$8.93K	0.04%	494
2014 Q2	$157K	Buy	+3,596	New	+$155K	0.04%	478

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Independent Portfolio Consultants's ICF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Select U.S. REIT ETF (ICF) stake by 29% in Q2 2017, selling an estimated $404 and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Independent Portfolio Consultants first reported a position in ICF in Q2 2014 and has held it in 13 quarters since. The position peaked at $181K in Q4 2016. 273 funds tracked by Wall St. Rank hold ICF as of Q2 2017.

Independent Portfolio Consultants held 20 shares of iShares Select U.S. REIT ETF worth $1K as of Q2 2017.
Independent Portfolio Consultants sold 8 iShares Select U.S. REIT ETF shares in Q2 2017, an estimated $404.
iShares Select U.S. REIT ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #779 holding.
Independent Portfolio Consultants first reported a position in iShares Select U.S. REIT ETF in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's iShares Select U.S. REIT ETF position peaked at $181K in Q4 2016.
273 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.