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Capital Directions Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Capital Directions Investment 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
2018
Q3 		– Sell
-29,891
Closed -$1.1M – 181
2018
Q2 		$1.1M Sell
29,891
-1,840
-6% -$66.3K 0.52% 18
2018
Q1 		$1.05M Sell
31,731
-14
-0% -$484 0.33% 23
2017
Q4 		$1.13M Buy
31,745
+14
+0% +$472 0.35% 23
2017
Q3 		$1.07M Buy
31,731
+4,468
+16% +$143K 0.34% 23
2017
Q2 		$863K Buy
27,263
+222
+0.8% +$7.29K 0.29% 23
2017
Q1 		$927K Hold
27,041
– – 0.32% 23
2016
Q4 		$972K Sell
27,041
-280
-1% -$9.76K 0.35% 22
2016
Q3 		$941K Hold
27,321
– – 0.33% 22
2016
Q2 		$908K Sell
27,321
-3,650
-12% -$117K 0.33% 22
2016
Q1 		$921K Buy
30,971
+4,482
+17% +$122K 0.34% 17
2015
Q4 		$745K Buy
26,489
+3,859
+17% +$120K 0.25% 24
2015
Q3 		$657K Hold
22,630
– – 0.24% 24
2015
Q2 		$821K Hold
22,630
– – 0.28% 22
2015
Q1 		$892K Buy
22,630
+3,420
+18% +$129K 0.29% 22
2014
Q4 		$749K Hold
19,210
– – 0.25% 23
2014
Q3 		$809K Hold
19,210
– – 0.3% 20
2014
Q2 		$960K Hold
19,210
– – 0.36% 17
2014
Q1 		$851K Hold
19,210
– – 0.33% 19
2013
Q4 		$834K Sell
19,210
-170
-0.9% -$7.25K 0.33% 20
2013
Q3 		$803K Hold
19,380
– – 0.35% 18
2013
Q2 		$741K Buy
+19,380
New +$764K 0.35% 19

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Directions Investment Advisors's IGE Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2018, closing a stake of 29,891 shares — an estimated $1.1M sold.

Capital Directions Investment Advisors first reported a position in IGE in Q2 2013 and held it in 21 quarters. The position peaked at $1.13M in Q4 2017. 133 funds tracked by Wall St. Rank hold IGE as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 29,891 iShares North American Natural Resources ETF shares in Q3 2018, an estimated $1.1M.
  • Capital Directions Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 21 quarters.
  • Capital Directions Investment Advisors's iShares North American Natural Resources ETF position peaked at $1.13M in Q4 2017.
  • 133 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.