Joel Isaacson & Co’s iShares Select U.S. REIT ETF ICF Stock Holding History

Joel Isaacson & Co’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	-1,330	Closed	-$66K	–	334
2016 Q4	$66K	Hold	1,330	–	–	0.01%	268
2016 Q3	$70K	Hold	1,330	–	–	0.01%	279
2016 Q2	$72K	Hold	1,330	–	–	0.02%	274
2016 Q1	$69K	Hold	1,330	–	–	0.02%	290
2015 Q4	$66K	Hold	1,330	–	–	0.02%	286
2015 Q3	$62K	Hold	1,330	–	–	0.02%	303
2015 Q2	$60K	Hold	1,330	–	–	0.02%	337
2015 Q1	$67K	Hold	1,330	–	–	0.02%	319
2014 Q4	$64K	Hold	1,330	–	–	0.02%	293
2014 Q3	$56K	Hold	1,330	–	–	0.02%	287
2014 Q2	$58K	Hold	1,330	–	–	0.02%	286
2014 Q1	$55K	Buy	+1,330	New	+$52.9K	0.02%	278

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

Joel Isaacson & Co's ICF Position: Q1 2017 in Review

Joel Isaacson & Co sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2017, closing a stake of 1,330 shares — an estimated $66K sold.

Joel Isaacson & Co first reported a position in ICF in Q1 2014 and held it in 12 quarters. The position peaked at $72K in Q2 2016. 289 funds tracked by Wall St. Rank hold ICF as of Q1 2017.

Joel Isaacson & Co reported no remaining iShares Select U.S. REIT ETF position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 1,330 iShares Select U.S. REIT ETF shares in Q1 2017, an estimated $66K.
Joel Isaacson & Co first reported a position in iShares Select U.S. REIT ETF in Q1 2014 and held it in 12 quarters.
Joel Isaacson & Co's iShares Select U.S. REIT ETF position peaked at $72K in Q2 2016.
289 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.