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

Yellowstone 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
2017
Q4 		– Sell
-6,206
Closed -$312K – 198
2017
Q3 		$312K Buy
+6,206
New +$315K 0.16% 132

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Yellowstone Partners's ICF Position: Q4 2017 in Review

Yellowstone Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2017, closing a stake of 6,206 shares — an estimated $312K sold.

Yellowstone Partners first reported a position in ICF in Q3 2017 and held it in 1 quarter. The position peaked at $312K in Q3 2017. 294 funds tracked by Wall St. Rank hold ICF as of Q4 2017.

  • Yellowstone Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Yellowstone Partners sold 6,206 iShares Select U.S. REIT ETF shares in Q4 2017, an estimated $312K.
  • Yellowstone Partners first reported a position in iShares Select U.S. REIT ETF in Q3 2017 and held it in 1 quarter.
  • Yellowstone Partners's iShares Select U.S. REIT ETF position peaked at $312K in Q3 2017.
  • 294 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.