US Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

US Financial Advisors’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
2016 Q1	–	Sell	-158	Closed	-$8K	–	537
2015 Q4	$8K	Hold	158	–	–	0.01%	337
2015 Q3	$7K	Hold	158	–	–	0.01%	279
2015 Q2	$7K	Hold	158	–	–	0.01%	257
2015 Q1	$8K	Hold	158	–	–	0.01%	280
2014 Q4	$8K	Buy	+158	New	+$7.37K	0.01%	258

Other funds holding ICF

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Financial Advisors's ICF Position: Q1 2016 in Review

US Financial Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2016, closing a stake of 158 shares — an estimated $8K sold.

US Financial Advisors first reported a position in ICF in Q4 2014 and held it in 5 quarters. The position peaked at $8K in Q4 2015. 281 funds tracked by Wall St. Rank hold ICF as of Q1 2016.

US Financial Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 158 iShares Select U.S. REIT ETF shares in Q1 2016, an estimated $8K.
US Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and held it in 5 quarters.
US Financial Advisors's iShares Select U.S. REIT ETF position peaked at $8K in Q4 2015.
281 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.