Steward Partners Investment Advisory’s iShares Europe Developed Real Estate ETF IFEU Stock Holding History

Steward Partners Investment Advisory’s Portfolio IFEU Stock Details IFEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-688	Closed	-$27K	–	2467
2018 Q3	$27K	Hold	688	–	–	﹤0.01%	1435
2018 Q2	$27K	Buy	688 +14	+2%	+$572	﹤0.01%	1352
2018 Q1	$27K	Buy	674 +4	+0.6%	+$163	﹤0.01%	1232
2017 Q4	$27K	Buy	670 +7	+1%	+$275	﹤0.01%	1024
2017 Q3	$25K	Buy	663 +3	+0.5%	+$115	﹤0.01%	884
2017 Q2	$24K	Buy	660 +10	+2%	+$368	﹤0.01%	816
2017 Q1	$22K	Hold	650	–	–	﹤0.01%	735
2016 Q4	$21K	Buy	+650	New	+$21.4K	0.01%	446

Other funds holding IFEU

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Steward Partners Investment Advisory's IFEU Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of iShares Europe Developed Real Estate ETF (IFEU) in Q4 2018, closing a stake of 688 shares — an estimated $27K sold.

Steward Partners Investment Advisory first reported a position in IFEU in Q4 2016 and held it in 8 quarters. The position peaked at $27K in Q3 2018. 15 funds tracked by Wall St. Rank hold IFEU as of Q4 2018.

Steward Partners Investment Advisory reported no remaining iShares Europe Developed Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 688 iShares Europe Developed Real Estate ETF shares in Q4 2018, an estimated $27K.
Steward Partners Investment Advisory first reported a position in iShares Europe Developed Real Estate ETF in Q4 2016 and held it in 8 quarters.
Steward Partners Investment Advisory's iShares Europe Developed Real Estate ETF position peaked at $27K in Q3 2018.
15 funds tracked by Wall St. Rank held iShares Europe Developed Real Estate ETF as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.