Stanford Investment Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-130	Closed	-$6K	–	131
2016 Q4	$6K	Hold	130	–	–	﹤0.01%	329
2016 Q3	$7K	Hold	130	–	–	﹤0.01%	349
2016 Q2	$7K	Hold	130	–	–	﹤0.01%	316
2016 Q1	$7K	Hold	130	–	–	﹤0.01%	310
2015 Q4	$6K	Hold	130	–	–	﹤0.01%	290
2015 Q3	$6K	Hold	130	–	–	﹤0.01%	298
2015 Q2	$6K	Sell	130 -3,474	-96%	-$166K	﹤0.01%	305
2015 Q1	$182K	Buy	3,604 +34	+1%	+$1.73K	0.15%	53
2014 Q4	$173K	Buy	+3,570	New	+$167K	0.15%	57

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Stanford Investment Group's ICF Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2017, closing a stake of 130 shares — an estimated $6K sold.

Stanford Investment Group first reported a position in ICF in Q4 2014 and held it in 9 quarters. The position peaked at $182K in Q1 2015. 289 funds tracked by Wall St. Rank hold ICF as of Q1 2017.

Stanford Investment Group reported no remaining iShares Select U.S. REIT ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 130 iShares Select U.S. REIT ETF shares in Q1 2017, an estimated $6K.
Stanford Investment Group first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Select U.S. REIT ETF position peaked at $182K in Q1 2015.
289 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.