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

Braver 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
2013
Q4 		– Sell
-13,896
Closed -$576K – 80
2013
Q3 		$576K Buy
+13,896
New +$567K 0.2% 64

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Braver Wealth Management's IGE Position: Q4 2013 in Review

Braver Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2013, closing a stake of 13,896 shares — an estimated $576K sold.

Braver Wealth Management first reported a position in IGE in Q3 2013 and held it in 1 quarter. The position peaked at $576K in Q3 2013. 143 funds tracked by Wall St. Rank hold IGE as of Q4 2013.

  • Braver Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2013 after selling out during the quarter.
  • Braver Wealth Management sold 13,896 iShares North American Natural Resources ETF shares in Q4 2013, an estimated $576K.
  • Braver Wealth Management first reported a position in iShares North American Natural Resources ETF in Q3 2013 and held it in 1 quarter.
  • Braver Wealth Management's iShares North American Natural Resources ETF position peaked at $576K in Q3 2013.
  • 143 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2013.

Based on Braver Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.