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Patten & Patten’s iShares Select U.S. REIT ETF ICF Stock Holding History

Patten & Patten’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
2013
Q3 		– Sell
-5,470
Closed -$220K – 237
2013
Q2 		$220K Buy
+5,470
New +$233K 0.04% 215

Other funds holding ICF

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patten & Patten's ICF Position: Q3 2013 in Review

Patten & Patten sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2013, closing a stake of 5,470 shares — an estimated $220K sold.

Patten & Patten first reported a position in ICF in Q2 2013 and held it in 1 quarter. The position peaked at $220K in Q2 2013. 211 funds tracked by Wall St. Rank hold ICF as of Q3 2013.

  • Patten & Patten reported no remaining iShares Select U.S. REIT ETF position as of Q3 2013 after selling out during the quarter.
  • Patten & Patten sold 5,470 iShares Select U.S. REIT ETF shares in Q3 2013, an estimated $220K.
  • Patten & Patten first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 1 quarter.
  • Patten & Patten's iShares Select U.S. REIT ETF position peaked at $220K in Q2 2013.
  • 211 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2013.

Based on Patten & Patten's 13F filing for Q3 2013, filed 15 Oct 2013.