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MYCIO Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-1,840
Closed -$108K – 192
2019
Q4 		$108K Hold
1,840
– – 0.01% 354
2019
Q3 		$110K Hold
1,840
– – 0.01% 321
2019
Q2 		$104K Buy
+1,840
New +$103K 0.01% 311
2016
Q4 		– Sell
-2,042
Closed -$107K – 418
2016
Q3 		$107K Hold
2,042
– – 0.02% 248
2016
Q2 		$110K Buy
2,042
+14
+0.7% +$720 0.02% 251
2016
Q1 		$105K Sell
2,028
-186
-8% -$8.97K 0.02% 224
2015
Q4 		$110K Buy
2,214
+18
+0.8% +$874 0.02% 209
2015
Q3 		$102K Buy
2,196
+18
+0.8% +$837 0.02% 204
2015
Q2 		$98K Sell
2,178
-104
-5% -$4.98K 0.02% 219
2015
Q1 		$115K Buy
2,282
+22
+1% +$1.12K 0.02% 197
2014
Q4 		$109K Buy
2,260
+18
+0.8% +$840 0.02% 188
2014
Q3 		$95K Buy
2,242
+16
+0.7% +$707 0.02% 194
2014
Q2 		$97K Buy
2,226
+252
+13% +$10.8K 0.02% 196
2014
Q1 		$81K Hold
1,974
– – 0.02% 208
2013
Q4 		$74K Buy
1,974
+34
+2% +$1.31K 0.02% 210
2013
Q3 		$75K Sell
1,940
-986
-34% -$39.1K 0.02% 196
2013
Q2 		$118K Buy
+2,926
New +$124K 0.03% 153

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MYCIO Wealth Partners's ICF Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2020, closing a stake of 1,840 shares — an estimated $108K sold.

MYCIO Wealth Partners first reported a position in ICF in Q2 2013 and held it in 17 quarters. The position peaked at $118K in Q2 2013. 313 funds tracked by Wall St. Rank hold ICF as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares Select U.S. REIT ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,840 iShares Select U.S. REIT ETF shares in Q1 2020, an estimated $108K.
  • MYCIO Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 17 quarters.
  • MYCIO Wealth Partners's iShares Select U.S. REIT ETF position peaked at $118K in Q2 2013.
  • 313 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.