Vigilant Capital Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Vigilant Capital Management’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
2018 Q1	–	Sell	-350	Closed	-$18K	–	437
2017 Q4	$18K	Hold	350	–	–	﹤0.01%	304
2017 Q3	$18K	Buy	+350	New	+$17.7K	﹤0.01%	250
2015 Q3	–	Sell	-434	Closed	-$19K	–	287
2015 Q2	$19K	Hold	434	–	–	﹤0.01%	235
2015 Q1	$22K	Buy	+434	New	+$22.1K	﹤0.01%	218
2013 Q3	–	Sell	-1,250	Closed	-$50K	–	228
2013 Q2	$50K	Buy	+1,250	New	+$53.2K	0.01%	131

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

ANTB

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

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

CFB

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

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

Vigilant Capital Management's ICF Position: Q1 2018 in Review

Vigilant Capital Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2018, closing a stake of 350 shares — an estimated $18K sold.

Vigilant Capital Management first reported a position in ICF in Q2 2013 and held it in 5 quarters. The position peaked at $50K in Q2 2013. 286 funds tracked by Wall St. Rank hold ICF as of Q1 2018.

Vigilant Capital Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2018 after selling out during the quarter.
Vigilant Capital Management sold 350 iShares Select U.S. REIT ETF shares in Q1 2018, an estimated $18K.
Vigilant Capital Management first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 5 quarters.
Vigilant Capital Management's iShares Select U.S. REIT ETF position peaked at $50K in Q2 2013.
286 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2018.

Based on Vigilant Capital Management's 13F filing for Q1 2018, filed 4 Apr 2018.