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Unified Trust Company’s iShares Select U.S. REIT ETF ICF Stock Holding History

Unified Trust Company’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
-3,774
Closed -$212K – 59
2019
Q2 		$212K Hold
3,774
– – 0.15% 48
2019
Q1 		$209K Buy
+3,774
New +$199K 0.16% 47

Other funds holding ICF

Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Unified Trust Company's ICF Position: Q3 2019 in Review

Unified Trust Company sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2019, closing a stake of 3,774 shares — an estimated $212K sold.

Unified Trust Company first reported a position in ICF in Q1 2019 and held it in 2 quarters. The position peaked at $212K in Q2 2019. 304 funds tracked by Wall St. Rank hold ICF as of Q3 2019.

  • Unified Trust Company reported no remaining iShares Select U.S. REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Unified Trust Company sold 3,774 iShares Select U.S. REIT ETF shares in Q3 2019, an estimated $212K.
  • Unified Trust Company first reported a position in iShares Select U.S. REIT ETF in Q1 2019 and held it in 2 quarters.
  • Unified Trust Company's iShares Select U.S. REIT ETF position peaked at $212K in Q2 2019.
  • 304 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2019.

Based on Unified Trust Company's 13F filing for Q3 2019, filed 12 Nov 2019.