Connecticut Wealth Management LLC Trims Position in iShares Cohen & Steers REIT ETF (BATS:ICF)

Connecticut Wealth Management LLC lessened its stake in shares of iShares Cohen & Steers REIT ETF (BATS:ICF) by 6.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 342,932 shares of the company’s stock after selling 25,172 shares during the period. iShares Cohen & Steers REIT ETF accounts for approximately 1.2% of Connecticut Wealth Management LLC’s portfolio, making the stock its 19th biggest position. Connecticut Wealth Management LLC owned about 0.86% of iShares Cohen & Steers REIT ETF worth $20,140,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. White Lighthouse Investment Management Inc. increased its position in shares of iShares Cohen & Steers REIT ETF by 0.9% during the 4th quarter. White Lighthouse Investment Management Inc. now owns 20,840 shares of the company’s stock worth $1,224,000 after purchasing an additional 177 shares during the last quarter. Bourgeon Capital Management LLC lifted its stake in iShares Cohen & Steers REIT ETF by 43.7% during the 4th quarter. Bourgeon Capital Management LLC now owns 658 shares of the company’s stock worth $39,000 after acquiring an additional 200 shares in the last quarter. J.W. Cole Advisors Inc. boosted its holdings in iShares Cohen & Steers REIT ETF by 1.5% during the 4th quarter. J.W. Cole Advisors Inc. now owns 13,245 shares of the company’s stock valued at $778,000 after acquiring an additional 201 shares during the period. Stratos Wealth Partners LTD. grew its position in iShares Cohen & Steers REIT ETF by 3.9% in the 4th quarter. Stratos Wealth Partners LTD. now owns 6,513 shares of the company’s stock valued at $383,000 after acquiring an additional 242 shares in the last quarter. Finally, Perigon Wealth Management LLC increased its stake in iShares Cohen & Steers REIT ETF by 4.0% during the fourth quarter. Perigon Wealth Management LLC now owns 6,387 shares of the company’s stock worth $375,000 after purchasing an additional 244 shares during the period.

iShares Cohen & Steers REIT ETF Stock Up 0.7 %

iShares Cohen & Steers REIT ETF stock traded up $0.37 during mid-day trading on Friday, reaching $54.47. 202,945 shares of the company’s stock were exchanged. The company has a market cap of $1.97 billion, a P/E ratio of 29.31 and a beta of 0.94. The company has a fifty day moving average of $55.87 and a 200-day moving average of $55.32. iShares Cohen & Steers REIT ETF has a twelve month low of $88.40 and a twelve month high of $104.37.

iShares Cohen & Steers REIT ETF Company Profile

iShares Cohen & Steers REIT ETF (the Fund), formerly iShares Cohen & Steers Realty Majors Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Cohen & Steers Realty Majors Index (the Index). The Index consists of selected real estate investment trusts (REITs).