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Sonora Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sonora Investment 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
2020
Q2 		– Sell
-320
Closed -$15K – 1824
2020
Q1 		$15K Hold
320
– – ﹤0.01% 879
2019
Q4 		$19K Hold
320
– – ﹤0.01% 920
2019
Q3 		$19K Hold
320
– – ﹤0.01% 904
2019
Q2 		$18K Buy
+320
New +$18K ﹤0.01% 919

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 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
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

Sonora Investment Management's ICF Position: Q2 2020 in Review

Sonora Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2020, closing a stake of 320 shares — an estimated $15K sold.

Sonora Investment Management first reported a position in ICF in Q2 2019 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 301 funds tracked by Wall St. Rank hold ICF as of Q2 2020.

  • Sonora Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 320 iShares Select U.S. REIT ETF shares in Q2 2020, an estimated $15K.
  • Sonora Investment Management first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and held it in 4 quarters.
  • Sonora Investment Management's iShares Select U.S. REIT ETF position peaked at $19K in Q4 2019.
  • 301 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.