RGT Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

RGT Wealth 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
2017 Q3	–	Sell	-4,174	Closed	-$211K	–	98
2017 Q2	$211K	Sell	4,174 -178	-4%	-$8.99K	0.14%	82
2017 Q1	$217K	Sell	4,352 -2,942	-40%	-$147K	0.15%	86
2016 Q4	$363K	Sell	7,294 -1,126	-13%	-$55.3K	0.2%	61
2016 Q3	$442K	Buy	+8,420	New	+$455K	0.27%	51

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 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

ANTB

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

SIM

Sentry Investment Management Stevens Point, Wisconsin $146M AUM 23.67% 1-Year Est. Return

CFB

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

RGT Wealth Advisors's ICF Position: Q3 2017 in Review

RGT Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2017, closing a stake of 4,174 shares — an estimated $211K sold.

RGT Wealth Advisors first reported a position in ICF in Q3 2016 and held it in 4 quarters. The position peaked at $442K in Q3 2016. 272 funds tracked by Wall St. Rank hold ICF as of Q3 2017.

RGT Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2017 after selling out during the quarter.
RGT Wealth Advisors sold 4,174 iShares Select U.S. REIT ETF shares in Q3 2017, an estimated $211K.
RGT Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2016 and held it in 4 quarters.
RGT Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $442K in Q3 2016.
272 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2017.

Based on RGT Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.