NEXT Financial Holdings’s iShares Select U.S. REIT ETF ICF Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$129K	Buy	+2,324	New	+$122K	0.03%	468

Other funds holding ICF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

NEXT Financial Holdings's ICF Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Select U.S. REIT ETF (ICF) in Q1 2019: 2,324 shares worth $129K. The stake represents 0.03% of the portfolio and ranks #468 among its holdings.

307 funds tracked by Wall St. Rank hold ICF as of Q1 2019.

NEXT Financial Holdings held 2,324 shares of iShares Select U.S. REIT ETF worth $129K as of Q1 2019.
iShares Select U.S. REIT ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Select U.S. REIT ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #468 holding.
307 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.