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Belvedere Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Belvedere Advisors’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
Q2 		$32K Sell
1,039
-1,575
-60% -$48.2K 0.99% 19
2019
Q1 		$82K Buy
+2,614
New +$79.9K 1.06% 25

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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Belvedere Advisors's IGE Position: Q2 2019 in Review

Belvedere Advisors reduced its iShares North American Natural Resources ETF (IGE) stake by 60% in Q2 2019, selling an estimated $48.2K and leaving 1,039 shares worth $32K. The position accounts for 0.99% of the portfolio, ranked #19.

Belvedere Advisors first reported a position in IGE in Q1 2019 and has held it in 2 quarters since. The position peaked at $82K in Q1 2019. 129 funds tracked by Wall St. Rank hold IGE as of Q2 2019.

  • Belvedere Advisors held 1,039 shares of iShares North American Natural Resources ETF worth $32K as of Q2 2019.
  • Belvedere Advisors sold 1,575 iShares North American Natural Resources ETF shares in Q2 2019, an estimated $48.2K.
  • iShares North American Natural Resources ETF made up 0.99% of Belvedere Advisors's portfolio in Q2 2019, its #19 holding.
  • Belvedere Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's iShares North American Natural Resources ETF position peaked at $82K in Q1 2019.
  • 129 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.