SYM Financial Corp’s iShares Select U.S. REIT ETF ICF Stock Holding History

SYM Financial Corp’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
2019 Q3	–	Sell	-1,800	Closed	-$101K	–	67
2019 Q2	$101K	Hold	1,800	–	–	0.06%	49
2019 Q1	$100K	Hold	1,800	–	–	0.06%	49
2018 Q4	$86K	Hold	1,800	–	–	0.03%	53
2018 Q3	$90K	Hold	1,800	–	–	0.05%	56
2018 Q2	$90K	Hold	1,800	–	–	0.05%	40
2018 Q1	$84K	Hold	1,800	–	–	0.05%	39
2017 Q4	$91K	Buy	+1,800	New	+$91.6K	0.04%	49

Other funds holding ICF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SYM Financial Corp's ICF Position: Q3 2019 in Review

SYM Financial Corp sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2019, closing a stake of 1,800 shares — an estimated $101K sold.

SYM Financial Corp first reported a position in ICF in Q4 2017 and held it in 7 quarters. The position peaked at $101K in Q2 2019. 304 funds tracked by Wall St. Rank hold ICF as of Q3 2019.

SYM Financial Corp reported no remaining iShares Select U.S. REIT ETF position as of Q3 2019 after selling out during the quarter.
SYM Financial Corp sold 1,800 iShares Select U.S. REIT ETF shares in Q3 2019, an estimated $101K.
SYM Financial Corp first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 7 quarters.
SYM Financial Corp's iShares Select U.S. REIT ETF position peaked at $101K in Q2 2019.
304 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2019.

Based on SYM Financial Corp's 13F filing for Q3 2019, filed 4 Nov 2019.