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Advisor Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Advisor Group’s Portfolio IGE Stock Details IGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$307K Sell
10,172
-1,466
-13% -$42.8K ﹤0.01% 2038
2019
Q3 		$338K Sell
11,638
-2,353
-17% -$69.3K ﹤0.01% 1908
2019
Q2 		$429K Sell
13,991
-776
-5% -$23.7K ﹤0.01% 1721
2019
Q1 		$463K Sell
14,767
-3,753
-20% -$115K ﹤0.01% 1647
2018
Q4 		$504K Buy
18,520
+904
+5% +$28.5K ﹤0.01% 1399
2018
Q3 		$633K Buy
17,616
+1,217
+7% +$44K 0.01% 1296
2018
Q2 		$605K Sell
16,399
-1,791
-10% -$64.6K 0.01% 1178
2018
Q1 		$603K Sell
18,190
-3,646
-17% -$126K 0.01% 1177
2017
Q4 		$774K Buy
21,836
+1,409
+7% +$47.5K 0.01% 1054
2017
Q3 		$689K Buy
20,427
+287
+1% +$9.21K 0.01% 1016
2017
Q2 		$637K Buy
20,140
+13,365
+197% +$439K 0.01% 1004
2017
Q1 		$233K Buy
6,775
+129
+2% +$4.54K ﹤0.01% 1540
2016
Q4 		$239K Sell
6,646
-88
-1% -$3.07K 0.01% 1439
2016
Q3 		$232K Sell
6,734
-663
-9% -$22.3K 0.01% 1430
2016
Q2 		$244K Buy
+7,397
New +$236K 0.01% 1325

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 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
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Advisor Group's IGE Position: Q4 2019 in Review

Advisor Group reduced its iShares North American Natural Resources ETF (IGE) stake by 13% in Q4 2019, selling an estimated $42.8K and leaving 10,172 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Advisor Group first reported a position in IGE in Q2 2016 and has held it in 15 quarters since. The position peaked at $774K in Q4 2017. 132 funds tracked by Wall St. Rank hold IGE as of Q4 2019.

  • Advisor Group held 10,172 shares of iShares North American Natural Resources ETF worth $307K as of Q4 2019.
  • Advisor Group sold 1,466 iShares North American Natural Resources ETF shares in Q4 2019, an estimated $42.8K.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2038 holding.
  • Advisor Group first reported a position in iShares North American Natural Resources ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares North American Natural Resources ETF position peaked at $774K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.