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

Sawyer & Company’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
2020 Q1	–	Sell	-522	Closed	-$31K	–	174
2019 Q4	$31K	Hold	522	–	–	0.02%	135
2019 Q3	$31K	Hold	522	–	–	0.02%	130
2019 Q2	$29K	Hold	522	–	–	0.02%	138
2019 Q1	$29K	Hold	522	–	–	0.02%	133
2018 Q4	$25K	Hold	522	–	–	0.02%	138
2018 Q3	$26K	Hold	522	–	–	0.02%	150
2018 Q2	$26K	Hold	522	–	–	0.02%	146
2018 Q1	$24K	Hold	522	–	–	0.02%	153
2017 Q4	$26K	Buy	+522	New	+$26.6K	0.02%	139

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 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

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

Sawyer & Company's ICF Position: Q1 2020 in Review

Sawyer & Company sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2020, closing a stake of 522 shares — an estimated $31K sold.

Sawyer & Company first reported a position in ICF in Q4 2017 and held it in 9 quarters. The position peaked at $31K in Q4 2019. 313 funds tracked by Wall St. Rank hold ICF as of Q1 2020.

Sawyer & Company reported no remaining iShares Select U.S. REIT ETF position as of Q1 2020 after selling out during the quarter.
Sawyer & Company sold 522 iShares Select U.S. REIT ETF shares in Q1 2020, an estimated $31K.
Sawyer & Company first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 9 quarters.
Sawyer & Company's iShares Select U.S. REIT ETF position peaked at $31K in Q4 2019.
313 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2020.

Based on Sawyer & Company's 13F filing for Q1 2020, filed 6 May 2020.