Partners Capital Investment Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Partners Capital Investment Group’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	–	Sell	-1,292	Closed	-$62K	–	84
2018 Q4	$62K	Buy	1,292 +20	+2%	+$997	0.01%	78
2018 Q3	$64K	Sell	1,272 -4,414	-78%	-$224K	0.01%	81
2018 Q2	$284K	Hold	5,686	–	–	0.04%	68
2018 Q1	$265K	Buy	5,686 +1,374	+32%	+$64.4K	0.04%	67
2017 Q4	$218K	Buy	4,312 +32	+0.7%	+$1.63K	0.04%	67
2017 Q3	$215K	Sell	4,280 -260	-6%	-$13.2K	0.04%	62
2017 Q2	$230K	Buy	4,540 +500	+12%	+$25.2K	0.04%	37
2017 Q1	$201K	Buy	4,040 +3,432	+564%	+$172K	0.04%	49
2016 Q4	$30K	Buy	608 +14	+2%	+$687	0.01%	71
2016 Q3	$31K	Hold	594	–	–	0.01%	71
2016 Q2	$32K	Buy	+594	New	+$30.5K	0.01%	65

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

Partners Capital Investment Group's ICF Position: Q1 2019 in Review

Partners Capital Investment Group sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2019, closing a stake of 1,292 shares — an estimated $62K sold.

Partners Capital Investment Group first reported a position in ICF in Q2 2016 and held it in 11 quarters. The position peaked at $284K in Q2 2018. 307 funds tracked by Wall St. Rank hold ICF as of Q1 2019.

Partners Capital Investment Group reported no remaining iShares Select U.S. REIT ETF position as of Q1 2019 after selling out during the quarter.
Partners Capital Investment Group sold 1,292 iShares Select U.S. REIT ETF shares in Q1 2019, an estimated $62K.
Partners Capital Investment Group first reported a position in iShares Select U.S. REIT ETF in Q2 2016 and held it in 11 quarters.
Partners Capital Investment Group's iShares Select U.S. REIT ETF position peaked at $284K in Q2 2018.
307 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2019.

Based on Partners Capital Investment Group's 13F filing for Q1 2019, filed 14 May 2019.