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Aspiriant LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

Aspiriant LLC’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
-6,737
Closed -$227K – 124
2017
Q3 		$227K Sell
6,737
-15,245
-69% -$489K 0.02% 185
2017
Q2 		$696K Buy
21,982
+6,308
+40% +$207K 0.06% 129
2017
Q1 		$537K Buy
+15,674
New +$551K 0.05% 142

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 $787M AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC's IGE Position: Q4 2017 in Review

Aspiriant LLC sold out of iShares North American Natural Resources ETF (IGE) in Q4 2017, closing a stake of 6,737 shares — an estimated $227K sold.

Aspiriant LLC first reported a position in IGE in Q1 2017 and held it in 3 quarters. The position peaked at $696K in Q2 2017. 134 funds tracked by Wall St. Rank hold IGE as of Q4 2017.

  • Aspiriant LLC reported no remaining iShares North American Natural Resources ETF position as of Q4 2017 after selling out during the quarter.
  • Aspiriant LLC sold 6,737 iShares North American Natural Resources ETF shares in Q4 2017, an estimated $227K.
  • Aspiriant LLC first reported a position in iShares North American Natural Resources ETF in Q1 2017 and held it in 3 quarters.
  • Aspiriant LLC's iShares North American Natural Resources ETF position peaked at $696K in Q2 2017.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2017.

Based on Aspiriant LLC's 13F filing for Q4 2017, filed 31 Jan 2018.