Alpha Omega Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Alpha Omega Wealth Management’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 Q1	–	Sell	-271	Closed	-$7K	–	570
2018 Q4	$7K	Hold	271	–	–	﹤0.01%	392
2018 Q3	$10K	Hold	271	–	–	﹤0.01%	377
2018 Q2	$10K	Hold	271	–	–	﹤0.01%	377
2018 Q1	$9K	Hold	271	–	–	﹤0.01%	350
2017 Q4	$10K	Hold	271	–	–	﹤0.01%	342
2017 Q3	$9K	Hold	271	–	–	﹤0.01%	353
2017 Q2	$9K	Hold	271	–	–	﹤0.01%	347
2017 Q1	$9K	Hold	271	–	–	﹤0.01%	351
2016 Q4	$10K	Buy	+271	New	+$9.44K	0.01%	342

Other funds holding IGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Alpha Omega Wealth Management's IGE Position: Q1 2019 in Review

Alpha Omega Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2019, closing a stake of 271 shares — an estimated $7K sold.

Alpha Omega Wealth Management first reported a position in IGE in Q4 2016 and held it in 9 quarters. The position peaked at $10K in Q3 2018. 126 funds tracked by Wall St. Rank hold IGE as of Q1 2019.

Alpha Omega Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 271 iShares North American Natural Resources ETF shares in Q1 2019, an estimated $7K.
Alpha Omega Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2016 and held it in 9 quarters.
Alpha Omega Wealth Management's iShares North American Natural Resources ETF position peaked at $10K in Q3 2018.
126 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.