SFA
WPS

Stewardship Financial Advisors’s iShares International Developed Property ETF WPS Stock Holding History

Stewardship Financial Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-47,760
Closed -$1.68M – 60
2015
Q4 		$1.68M Buy
+47,760
New +$1.71M 1.34% 27

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stewardship Financial Advisors's WPS Position: Q1 2016 in Review

Stewardship Financial Advisors sold out of iShares International Developed Property ETF (WPS) in Q1 2016, closing a stake of 47,760 shares — an estimated $1.68M sold.

Stewardship Financial Advisors first reported a position in WPS in Q4 2015 and held it in 1 quarter. The position peaked at $1.68M in Q4 2015. 40 funds tracked by Wall St. Rank hold WPS as of Q1 2016.

  • Stewardship Financial Advisors reported no remaining iShares International Developed Property ETF position as of Q1 2016 after selling out during the quarter.
  • Stewardship Financial Advisors sold 47,760 iShares International Developed Property ETF shares in Q1 2016, an estimated $1.68M.
  • Stewardship Financial Advisors first reported a position in iShares International Developed Property ETF in Q4 2015 and held it in 1 quarter.
  • Stewardship Financial Advisors's iShares International Developed Property ETF position peaked at $1.68M in Q4 2015.
  • 40 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q1 2016.

Based on Stewardship Financial Advisors's 13F filing for Q1 2016, filed 26 Jun 2018.