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

Advisor Partners’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
2017
Q4 		– Sell
-8,741
Closed -$294K – 573
2017
Q3 		$294K Sell
8,741
-979
-10% -$31.4K 0.06% 354
2017
Q2 		$308K Buy
9,720
+267
+3% +$8.77K 0.07% 330
2017
Q1 		$324K Buy
9,453
+1,422
+18% +$50K 0.09% 299
2016
Q4 		$289K Sell
8,031
-1,753
-18% -$61.1K 0.09% 281
2016
Q3 		$337K Buy
9,784
+1,713
+21% +$57.6K 0.11% 217
2016
Q2 		$268K Buy
+8,071
New +$258K 0.09% 254
2014
Q2 		– Sell
-6,937
Closed -$307K – 284
2014
Q1 		$307K Buy
6,937
+1,601
+30% +$68.6K 0.17% 175
2013
Q4 		$232K Buy
+5,336
New +$228K 0.13% 210

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Partners's IGE Position: Q4 2017 in Review

Advisor Partners sold out of iShares North American Natural Resources ETF (IGE) in Q4 2017, closing a stake of 8,741 shares — an estimated $294K sold.

Advisor Partners first reported a position in IGE in Q4 2013 and held it in 8 quarters. The position peaked at $337K in Q3 2016. 134 funds tracked by Wall St. Rank hold IGE as of Q4 2017.

  • Advisor Partners reported no remaining iShares North American Natural Resources ETF position as of Q4 2017 after selling out during the quarter.
  • Advisor Partners sold 8,741 iShares North American Natural Resources ETF shares in Q4 2017, an estimated $294K.
  • Advisor Partners first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 8 quarters.
  • Advisor Partners's iShares North American Natural Resources ETF position peaked at $337K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2017.

Based on Advisor Partners's 13F filing for Q4 2017, filed 26 Jan 2018.