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WealthSource Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

WealthSource Partners’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
-9,854
Closed -$499K – 306
2017
Q4 		$499K Buy
+9,854
New +$501K 0.15% 135

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WealthSource Partners's ICF Position: Q1 2018 in Review

WealthSource Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2018, closing a stake of 9,854 shares — an estimated $499K sold.

WealthSource Partners first reported a position in ICF in Q4 2017 and held it in 1 quarter. The position peaked at $499K in Q4 2017. 286 funds tracked by Wall St. Rank hold ICF as of Q1 2018.

  • WealthSource Partners reported no remaining iShares Select U.S. REIT ETF position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 9,854 iShares Select U.S. REIT ETF shares in Q1 2018, an estimated $499K.
  • WealthSource Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 1 quarter.
  • WealthSource Partners's iShares Select U.S. REIT ETF position peaked at $499K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.