Peachtree Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Peachtree Investment Advisors’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
2015 Q3	–	Sell	-102	Closed	-$5K	–	168
2015 Q2	$5K	Hold	102	–	–	﹤0.01%	272
2015 Q1	$5K	Hold	102	–	–	﹤0.01%	283
2014 Q4	$5K	Hold	102	–	–	﹤0.01%	315
2014 Q3	$4K	Buy	+102	New	+$4.51K	﹤0.01%	337

Other funds holding ICF

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

CFB

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

Peachtree Investment Advisors's ICF Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2015, closing a stake of 102 shares — an estimated $5K sold.

Peachtree Investment Advisors first reported a position in ICF in Q3 2014 and held it in 4 quarters. The position peaked at $5K in Q2 2015. 254 funds tracked by Wall St. Rank hold ICF as of Q3 2015.

Peachtree Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 102 iShares Select U.S. REIT ETF shares in Q3 2015, an estimated $5K.
Peachtree Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2014 and held it in 4 quarters.
Peachtree Investment Advisors's iShares Select U.S. REIT ETF position peaked at $5K in Q2 2015.
254 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.