LPL Financial
IFEU

LPL Financial’s iShares Europe Developed Real Estate ETF IFEU Stock Holding History

LPL Financial’s Portfolio IFEU Stock Details IFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,213
Closed -$585K – 2810
2016
Q3 		$585K Sell
16,213
-1,153
-7% -$42.6K 0.01% 1573
2016
Q2 		$587K Sell
17,366
-15,346
-47% -$577K 0.01% 1537
2016
Q1 		$1.22M Sell
32,712
-400
-1% -$14.1K ﹤0.01% 1534
2015
Q4 		$1.22M Buy
33,112
+17,187
+108% +$662K ﹤0.01% 1521
2015
Q3 		$622K Buy
+15,925
New +$610K ﹤0.01% 1605

Other funds holding IFEU

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Banced Corp Edwardsville, Illinois $46.1M AUM 5.21% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

LPL Financial's IFEU Position: Q4 2016 in Review

LPL Financial sold out of iShares Europe Developed Real Estate ETF (IFEU) in Q4 2016, closing a stake of 16,213 shares — an estimated $585K sold.

LPL Financial first reported a position in IFEU in Q3 2015 and held it in 5 quarters. The position peaked at $1.22M in Q1 2016. 24 funds tracked by Wall St. Rank hold IFEU as of Q4 2016.

  • LPL Financial reported no remaining iShares Europe Developed Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 16,213 iShares Europe Developed Real Estate ETF shares in Q4 2016, an estimated $585K.
  • LPL Financial first reported a position in iShares Europe Developed Real Estate ETF in Q3 2015 and held it in 5 quarters.
  • LPL Financial's iShares Europe Developed Real Estate ETF position peaked at $1.22M in Q1 2016.
  • 24 funds tracked by Wall St. Rank held iShares Europe Developed Real Estate ETF as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.