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Anchor Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Anchor Investment 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
-500
Closed -$13.6K – 797
2018
Q4 		$13.6K Hold
500
– – ﹤0.01% 587
2018
Q3 		$17.9K Sell
500
-350
-41% -$12.6K ﹤0.01% 580
2018
Q2 		$31.3K Hold
850
– – 0.01% 537
2018
Q1 		$28.1K Hold
850
– – 0.01% 539
2017
Q4 		$30.1K Buy
850
+500
+143% +$16.8K 0.01% 525
2017
Q3 		$11.8K Buy
+350
New +$11.2K ﹤0.01% 604

Other funds holding IGE

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
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
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Anchor Investment Management's IGE Position: Q1 2019 in Review

Anchor Investment Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2019, closing a stake of 500 shares — an estimated $13.6K sold.

Anchor Investment Management first reported a position in IGE in Q3 2017 and held it in 6 quarters. The position peaked at $31.3K in Q2 2018. 126 funds tracked by Wall St. Rank hold IGE as of Q1 2019.

  • Anchor Investment Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2019 after selling out during the quarter.
  • Anchor Investment Management sold 500 iShares North American Natural Resources ETF shares in Q1 2019, an estimated $13.6K.
  • Anchor Investment Management first reported a position in iShares North American Natural Resources ETF in Q3 2017 and held it in 6 quarters.
  • Anchor Investment Management's iShares North American Natural Resources ETF position peaked at $31.3K in Q2 2018.
  • 126 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2019.

Based on Anchor Investment Management's 13F filing for Q1 2019, filed 3 Jan 2024.