Simply Money Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-416,714
Closed -$20.2M 25
2014
Q4
$20.2M Buy
+416,714
New +$19.4M 2.99% 13
2013
Q3
Sell
-242
Closed -$10K 229
2013
Q2
$10K Buy
+242
New +$10.3K ﹤0.01% 161

Other funds holding ICF

Simply Money Advisors's ICF Position: Q1 2015 in Review

Simply Money Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2015, closing a stake of 416,714 shares — an estimated $20.2M sold.

Simply Money Advisors first reported a position in ICF in Q2 2013 and held it in 2 quarters. The position peaked at $20.2M in Q4 2014. 280 funds tracked by Wall St. Rank hold ICF as of Q1 2015.

  • Simply Money Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2015 after selling out during the quarter.
  • Simply Money Advisors sold 416,714 iShares Select U.S. REIT ETF shares in Q1 2015, an estimated $20.2M.
  • Simply Money Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's iShares Select U.S. REIT ETF position peaked at $20.2M in Q4 2014.
  • 280 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2015.

Based on Simply Money Advisors's 13F filing for Q1 2015, filed 6 Apr 2015.