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Shamrock Asset Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Shamrock Asset 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
2017
Q4 		– Sell
-92
Closed -$5K – 287
2017
Q3 		$5K Buy
+92
New +$4.67K ﹤0.01% 245

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Shamrock Asset Management's ICF Position: Q4 2017 in Review

Shamrock Asset Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2017, closing a stake of 92 shares — an estimated $5K sold.

Shamrock Asset Management first reported a position in ICF in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 294 funds tracked by Wall St. Rank hold ICF as of Q4 2017.

  • Shamrock Asset Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Shamrock Asset Management sold 92 iShares Select U.S. REIT ETF shares in Q4 2017, an estimated $5K.
  • Shamrock Asset Management first reported a position in iShares Select U.S. REIT ETF in Q3 2017 and held it in 1 quarter.
  • Shamrock Asset Management's iShares Select U.S. REIT ETF position peaked at $5K in Q3 2017.
  • 294 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2017.

Based on Shamrock Asset Management's 13F filing for Q4 2017, filed 22 Jan 2018.