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M Holdings Securities’s iShares International Developed Real Estate ETF IFGL Stock Holding History

M Holdings Securities’s Portfolio IFGL Stock Details IFGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,996
Closed -$120K – 295
2014
Q3 		$120K Buy
+3,996
New +$127K 0.07% 248
2014
Q1 		– Sell
-46,238
Closed -$1.43M – 174
2013
Q4 		$1.43M Buy
+46,238
New +$1.52M 1.02% 26

Other funds holding IFGL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M Holdings Securities's IFGL Position: Q4 2014 in Review

M Holdings Securities sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2014, closing a stake of 3,996 shares — an estimated $120K sold.

M Holdings Securities first reported a position in IFGL in Q4 2013 and held it in 2 quarters. The position peaked at $1.43M in Q4 2013. 82 funds tracked by Wall St. Rank hold IFGL as of Q4 2014.

  • M Holdings Securities reported no remaining iShares International Developed Real Estate ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 3,996 iShares International Developed Real Estate ETF shares in Q4 2014, an estimated $120K.
  • M Holdings Securities first reported a position in iShares International Developed Real Estate ETF in Q4 2013 and held it in 2 quarters.
  • M Holdings Securities's iShares International Developed Real Estate ETF position peaked at $1.43M in Q4 2013.
  • 82 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.