LMCG Investments’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-4,144
Closed -$210K 528
2015
Q1
$210K Sell
4,144
-74
-2% -$3.77K ﹤0.01% 532
2014
Q4
$204K Buy
+4,218
New +$197K ﹤0.01% 519

Other funds holding ICF

LMCG Investments's ICF Position: Q2 2015 in Review

LMCG Investments sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2015, closing a stake of 4,144 shares — an estimated $210K sold.

LMCG Investments first reported a position in ICF in Q4 2014 and held it in 2 quarters. The position peaked at $210K in Q1 2015. 256 funds tracked by Wall St. Rank hold ICF as of Q2 2015.

  • LMCG Investments reported no remaining iShares Select U.S. REIT ETF position as of Q2 2015 after selling out during the quarter.
  • LMCG Investments sold 4,144 iShares Select U.S. REIT ETF shares in Q2 2015, an estimated $210K.
  • LMCG Investments first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and held it in 2 quarters.
  • LMCG Investments's iShares Select U.S. REIT ETF position peaked at $210K in Q1 2015.
  • 256 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2015.

Based on LMCG Investments's 13F filing for Q2 2015, filed 13 Aug 2015.