O'Brien Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-420	Closed	-$21K	–	127
2018 Q3	$21K	Hold	420	–	–	0.01%	101
2018 Q2	$21K	Hold	420	–	–	0.02%	49
2018 Q1	$20K	Buy	+420	New	+$19.7K	0.01%	95

Other funds holding ICF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

O'Brien Wealth Partners's ICF Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2018, closing a stake of 420 shares — an estimated $21K sold.

O'Brien Wealth Partners first reported a position in ICF in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q3 2018. 302 funds tracked by Wall St. Rank hold ICF as of Q4 2018.

O'Brien Wealth Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 420 iShares Select U.S. REIT ETF shares in Q4 2018, an estimated $21K.
O'Brien Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's iShares Select U.S. REIT ETF position peaked at $21K in Q3 2018.
302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.