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

WFG 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
2017
Q2 		$44K Buy
864
+28
+3% +$1.41K 0.01% 728
2017
Q1 		$42K Buy
836
+4
+0.5% +$200 0.01% 704
2016
Q4 		$41K Sell
832
-96
-10% -$4.71K 0.01% 754
2016
Q3 		$49K Buy
928
+4
+0.4% +$216 0.01% 715
2016
Q2 		$50K Sell
924
-124
-12% -$6.37K 0.01% 685
2016
Q1 		$54K Sell
1,048
-62
-6% -$2.99K 0.02% 642
2015
Q4 		$55K Buy
1,110
+8
+0.7% +$389 0.02% 640
2015
Q3 		$51K Hold
1,102
– – 0.02% 632
2015
Q2 		$49K Buy
1,102
+4
+0.4% +$192 0.01% 734
2015
Q1 		$55K Sell
1,098
-292
-21% -$14.9K 0.02% 698
2014
Q4 		$67K Buy
1,390
+4
+0.3% +$187 0.01% 776
2014
Q3 		$59K Buy
1,386
+10
+0.7% +$442 0.01% 863
2014
Q2 		$60K Hold
1,376
– – 0.01% 840
2014
Q1 		$57K Sell
1,376
-74
-5% -$2.94K 0.01% 859
2013
Q4 		$54K Buy
1,450
+268
+23% +$10.4K 0.01% 970
2013
Q3 		$45K Sell
1,182
-2,022
-63% -$80.2K 0.01% 971
2013
Q2 		$129K Buy
+3,204
New +$136K 0.02% 582

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

WFG Advisors's ICF Position: Q2 2017 in Review

WFG Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 3.3% in Q2 2017, buying an estimated $1.41K and bringing the position to 864 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #728.

WFG Advisors first reported a position in ICF in Q2 2013 and has held it in 17 quarters since. The position peaked at $129K in Q2 2013. 273 funds tracked by Wall St. Rank hold ICF as of Q2 2017.

  • WFG Advisors held 864 shares of iShares Select U.S. REIT ETF worth $44K as of Q2 2017.
  • WFG Advisors bought 28 iShares Select U.S. REIT ETF shares in Q2 2017, an estimated $1.41K.
  • iShares Select U.S. REIT ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #728 holding.
  • WFG Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares Select U.S. REIT ETF position peaked at $129K in Q2 2013.
  • 273 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.