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Sensible Financial Planning & Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sensible Financial Planning & Management’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
2016
Q3 		– Sell
-442
Closed -$24K – 81
2016
Q2 		$24K Buy
+442
New +$22.7K 0.02% 46

Other funds holding ICF

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Sensible Financial Planning & Management's ICF Position: Q3 2016 in Review

Sensible Financial Planning & Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2016, closing a stake of 442 shares — an estimated $24K sold.

Sensible Financial Planning & Management first reported a position in ICF in Q2 2016 and held it in 1 quarter. The position peaked at $24K in Q2 2016. 283 funds tracked by Wall St. Rank hold ICF as of Q3 2016.

  • Sensible Financial Planning & Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 442 iShares Select U.S. REIT ETF shares in Q3 2016, an estimated $24K.
  • Sensible Financial Planning & Management first reported a position in iShares Select U.S. REIT ETF in Q2 2016 and held it in 1 quarter.
  • Sensible Financial Planning & Management's iShares Select U.S. REIT ETF position peaked at $24K in Q2 2016.
  • 283 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2016, filed 14 Nov 2016.