Winfield Associates’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Winfield Associates’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400	Closed	-$20K	–	356
2017 Q4	$20K	Hold	400	–	–	0.01%	310
2017 Q3	$18K	Hold	400	–	–	0.01%	315
2017 Q2	$18K	Hold	400	–	–	0.01%	307
2017 Q1	$18K	Hold	400	–	–	0.01%	282
2016 Q4	$17K	Sell	400 -100	-20%	-$4.22K	0.01%	282
2016 Q3	$20K	Hold	500	–	–	0.01%	247
2016 Q2	$17K	Hold	500	–	–	0.01%	263
2016 Q1	$18K	Hold	500	–	–	0.01%	250
2015 Q4	$19K	Hold	500	–	–	0.01%	214
2015 Q3	$18K	Hold	500	–	–	0.01%	212
2015 Q2	$19K	Hold	500	–	–	0.01%	200
2015 Q1	$19K	Hold	500	–	–	0.01%	203
2014 Q4	$19K	Hold	500	–	–	0.01%	205
2014 Q3	$17K	Hold	500	–	–	0.01%	208
2014 Q2	$17K	Hold	500	–	–	0.01%	226
2014 Q1	$17K	Hold	500	–	–	0.01%	213
2013 Q4	$16K	Buy	+500	New	+$15.3K	0.01%	222

Other funds holding IDGT

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

Winfield Associates's IDGT Position: Q1 2018 in Review

Winfield Associates sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2018, closing a stake of 400 shares — an estimated $20K sold.

Winfield Associates first reported a position in IDGT in Q4 2013 and held it in 17 quarters. The position peaked at $20K in Q4 2017. 32 funds tracked by Wall St. Rank hold IDGT as of Q1 2018.

Winfield Associates reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 400 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2018, an estimated $20K.
Winfield Associates first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2013 and held it in 17 quarters.
Winfield Associates's iShares US Digital Infrastructure and Real Estate ETF position peaked at $20K in Q4 2017.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.