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Secrest Blakey & Associates’s iShares Select U.S. REIT ETF ICF Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-300
Closed -$18K – 83
2019
Q3 		$18K Hold
300
– – 0.01% 116
2019
Q2 		$17K Hold
300
– – 0.01% 114
2019
Q1 		$17K Buy
+300
New +$15.8K 0.02% 108

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Secrest Blakey & Associates's ICF Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2019, closing a stake of 300 shares — an estimated $18K sold.

Secrest Blakey & Associates first reported a position in ICF in Q1 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 341 funds tracked by Wall St. Rank hold ICF as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares Select U.S. REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 300 iShares Select U.S. REIT ETF shares in Q4 2019, an estimated $18K.
  • Secrest Blakey & Associates first reported a position in iShares Select U.S. REIT ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares Select U.S. REIT ETF position peaked at $18K in Q3 2019.
  • 341 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.