WIM
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Windhaven Investment Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Windhaven Investment Management’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
2017
Q1 		– Sell
-31,909
Closed -$839K – 28
2016
Q4 		$839K Buy
31,909
+24,966
+360% +$693K 0.01% 28
2016
Q3 		$209K Buy
+6,943
New +$209K ﹤0.01% 28
2016
Q2 		– Sell
-7,920
Closed -$231K – 31
2016
Q1 		$231K Sell
7,920
-109,503
-93% -$2.99M ﹤0.01% 30
2015
Q4 		$3.27M Buy
117,423
+101,388
+632% +$2.89M 0.03% 34
2015
Q3 		$449K Sell
16,035
-1,887
-11% -$54.9K ﹤0.01% 37
2015
Q2 		$533K Sell
17,922
-10,461
-37% -$330K ﹤0.01% 38
2015
Q1 		$881K Sell
28,383
-115,493
-80% -$3.61M 0.01% 41
2014
Q4 		$4.32M Buy
143,876
+93,223
+184% +$2.82M 0.03% 34
2014
Q3 		$1.52M Sell
50,653
-14,737
-23% -$469K 0.01% 36
2014
Q2 		$2.1M Buy
65,390
+37,621
+135% +$1.18M 0.01% 35
2014
Q1 		$828K Sell
27,769
-6,797
-20% -$204K ﹤0.01% 36
2013
Q4 		$1.07M Buy
34,566
+2,760
+9% +$91K 0.01% 36
2013
Q3 		$1.07K Sell
31,806
-156,606
-83% -$5.08M ﹤0.01% 38
2013
Q2 		$5.86M Buy
+188,412
New +$6.48M 0.03% 28

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
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
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Windhaven Investment Management's IFGL Position: Q1 2017 in Review

Windhaven Investment Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2017, closing a stake of 31,909 shares — an estimated $839K sold.

Windhaven Investment Management first reported a position in IFGL in Q2 2013 and held it in 14 quarters. The position peaked at $5.86M in Q2 2013. 84 funds tracked by Wall St. Rank hold IFGL as of Q1 2017.

  • Windhaven Investment Management reported no remaining iShares International Developed Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Windhaven Investment Management sold 31,909 iShares International Developed Real Estate ETF shares in Q1 2017, an estimated $839K.
  • Windhaven Investment Management first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 14 quarters.
  • Windhaven Investment Management's iShares International Developed Real Estate ETF position peaked at $5.86M in Q2 2013.
  • 84 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2017.

Based on Windhaven Investment Management's 13F filing for Q1 2017, filed 10 May 2017.