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United Capital Financial Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

United Capital Financial Advisors’s Portfolio IFGL Stock Details IFGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-49,772
Closed -$1.49M – 1327
2017
Q4 		$1.49M Buy
49,772
+17,206
+53% +$510K 0.01% 672
2017
Q3 		$950K Buy
32,566
+18,849
+137% +$549K 0.01% 789
2017
Q2 		$391K Buy
+13,717
New +$392K ﹤0.01% 994
2016
Q4 		– Sell
-60,889
Closed -$1.84M – 1281
2016
Q3 		$1.84M Buy
60,889
+18,192
+43% +$548K 0.02% 609
2016
Q2 		$1.24M Buy
42,697
+34,113
+397% +$1M 0.01% 673
2016
Q1 		$251K Buy
+8,584
New +$234K ﹤0.01% 1053
2015
Q3 		– Sell
-17,524
Closed -$521K – 1281
2015
Q2 		$521K Sell
17,524
-9,371
-35% -$296K 0.01% 903
2015
Q1 		$861K Buy
26,895
+5,644
+27% +$176K 0.01% 761
2014
Q4 		$638K Buy
21,251
+7,671
+56% +$232K 0.01% 748
2014
Q3 		$408K Buy
13,580
+2,217
+20% +$70.6K 0.01% 849
2014
Q2 		$365K Buy
11,363
+70
+0.6% +$2.2K 0.01% 722
2014
Q1 		$339K Hold
11,293
– – 0.01% 746
2013
Q4 		$348K Buy
11,293
+989
+10% +$32.6K 0.01% 502
2013
Q3 		$345K Buy
10,304
+151
+1% +$4.9K 0.01% 527
2013
Q2 		$318K Buy
+10,153
New +$349K 0.01% 589

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's IFGL Position: Q1 2018 in Review

United Capital Financial Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2018, closing a stake of 49,772 shares — an estimated $1.49M sold.

United Capital Financial Advisors first reported a position in IFGL in Q2 2013 and held it in 15 quarters. The position peaked at $1.84M in Q3 2016. 95 funds tracked by Wall St. Rank hold IFGL as of Q1 2018.

  • United Capital Financial Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 49,772 iShares International Developed Real Estate ETF shares in Q1 2018, an estimated $1.49M.
  • United Capital Financial Advisors first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 15 quarters.
  • United Capital Financial Advisors's iShares International Developed Real Estate ETF position peaked at $1.84M in Q3 2016.
  • 95 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.