WEC
ICF icon

Winslow Evans & Crocker’s iShares Select U.S. REIT ETF ICF Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$42K Buy
790
+550
+229% +$29.1K 0.01% 637
2020
Q3 		$12K Hold
240
– – ﹤0.01% 721
2020
Q2 		$12K Sell
240
-60
-20% -$2.95K ﹤0.01% 701
2020
Q1 		$16K Sell
300
-340
-53% -$19K 0.01% 610
2019
Q4 		$40K Buy
640
+20
+3% +$1.18K 0.01% 539
2019
Q3 		$40K Hold
620
– – 0.01% 535
2019
Q2 		$36K Buy
620
+400
+182% +$22.5K 0.01% 575
2019
Q1 		$14K Hold
220
– – ﹤0.01% 738
2018
Q4 		$12K Hold
220
– – ﹤0.01% 731
2018
Q3 		$14K Hold
220
– – ﹤0.01% 737
2018
Q2 		$12K Hold
220
– – ﹤0.01% 771
2018
Q1 		$10.3K Sell
220
-536
-71% -$25.1K ﹤0.01% 784
2017
Q4 		$38.3K Sell
756
-184
-20% -$9.36K 0.01% 540
2017
Q3 		$47.3K Sell
940
-1,344
-59% -$68.2K 0.02% 486
2017
Q2 		$115K Sell
2,284
-188
-8% -$9.49K 0.03% 410
2017
Q1 		$123K Hold
2,472
– – 0.04% 382
2016
Q4 		$123K Sell
2,472
-284
-10% -$13.9K 0.04% 368
2016
Q3 		$144K Buy
2,756
+272
+11% +$14.7K 0.04% 342
2016
Q2 		$134K Buy
2,484
+50
+2% +$2.57K 0.04% 330
2016
Q1 		$126K Sell
2,434
-2
-0.1% -$96 0.04% 327
2015
Q4 		$121K Buy
2,436
+100
+4% +$4.86K 0.03% 364
2015
Q3 		$108K Hold
2,336
– – 0.03% 373
2015
Q2 		$105K Sell
2,336
-28
-1% -$1.34K 0.03% 416
2015
Q1 		$120K Buy
2,364
+100
+4% +$5.1K 0.03% 393
2014
Q4 		$110K Buy
2,264
+180
+9% +$8.4K 0.03% 396
2014
Q3 		$88K Sell
2,084
-76
-4% -$3.36K 0.03% 445
2014
Q2 		$94.3K Buy
2,160
+120
+6% +$5.17K 0.03% 374
2014
Q1 		$83.9K Sell
2,040
-208
-9% -$8.28K 0.03% 395
2013
Q4 		$84K Buy
+2,248
New +$86.9K 0.03% 413

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Winslow Evans & Crocker's ICF Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Select U.S. REIT ETF (ICF) stake by 229% in Q4 2020, buying an estimated $29.1K and bringing the position to 790 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #637.

Winslow Evans & Crocker first reported a position in ICF in Q4 2013 and has held it in 29 quarters since. The position peaked at $144K in Q3 2016. 337 funds tracked by Wall St. Rank hold ICF as of Q4 2020.

  • Winslow Evans & Crocker held 790 shares of iShares Select U.S. REIT ETF worth $42K as of Q4 2020.
  • Winslow Evans & Crocker bought 550 iShares Select U.S. REIT ETF shares in Q4 2020, an estimated $29.1K.
  • iShares Select U.S. REIT ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #637 holding.
  • Winslow Evans & Crocker first reported a position in iShares Select U.S. REIT ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares Select U.S. REIT ETF position peaked at $144K in Q3 2016.
  • 337 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.