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

Cetera 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
Q4 		– Sell
-7,108
Closed -$205K – 935
2019
Q3 		$205K Buy
7,108
+201
+3% +$5.92K 0.01% 822
2019
Q2 		$207K Sell
6,907
-664
-9% -$20.3K 0.01% 844
2019
Q1 		$234K Buy
7,571
+191
+3% +$5.84K 0.01% 720
2018
Q4 		$201K Sell
7,380
-505
-6% -$15.9K 0.01% 766
2018
Q3 		$280K Sell
7,885
-1,909
-19% -$69K 0.01% 752
2018
Q2 		$359K Sell
9,794
-1,739
-15% -$62.7K 0.02% 611
2018
Q1 		$381K Sell
11,533
-1,550
-12% -$53.6K 0.02% 541
2017
Q4 		$461K Sell
13,083
-656
-5% -$22.1K 0.03% 460
2017
Q3 		$465K Sell
13,739
-1,004
-7% -$32.2K 0.03% 487
2017
Q2 		$460K Sell
14,743
-636
-4% -$20.9K 0.03% 484
2017
Q1 		$528K Buy
15,379
+590
+4% +$20.8K 0.04% 437
2016
Q4 		$531K Buy
14,789
+362
+3% +$12.6K 0.04% 393
2016
Q3 		$494K Buy
14,427
+1,321
+10% +$44.4K 0.04% 413
2016
Q2 		$436K Sell
13,106
-1,475
-10% -$47.2K 0.03% 452
2016
Q1 		$436K Buy
14,581
+235
+2% +$6.39K 0.04% 429
2015
Q4 		$402K Buy
14,346
+4,999
+53% +$155K 0.03% 457
2015
Q3 		$275K Buy
9,347
+455
+5% +$14.6K 0.03% 518
2015
Q2 		$323K Sell
8,892
-515
-5% -$19.9K 0.03% 491
2015
Q1 		$351K Sell
9,407
-677
-7% -$25.5K 0.03% 460
2014
Q4 		$387K Sell
10,084
-3,166
-24% -$128K 0.04% 415
2014
Q3 		$596K Buy
13,250
+3,747
+39% +$181K 0.05% 315
2014
Q2 		$472K Buy
9,503
+39
+0.4% +$1.83K 0.05% 363
2014
Q1 		$418K Buy
9,464
+1,005
+12% +$43.1K 0.06% 347
2013
Q4 		$367K Sell
8,459
-1,338
-14% -$57.1K 0.05% 338
2013
Q3 		$403K Buy
9,797
+784
+9% +$32K 0.07% 269
2013
Q2 		$347K Buy
+9,013
New +$356K 0.07% 270

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 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
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cetera Advisors's IGE Position: Q4 2019 in Review

Cetera Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q4 2019, closing a stake of 7,108 shares — an estimated $205K sold.

Cetera Advisors first reported a position in IGE in Q2 2013 and held it in 26 quarters. The position peaked at $596K in Q3 2014. 132 funds tracked by Wall St. Rank hold IGE as of Q4 2019.

  • Cetera Advisors reported no remaining iShares North American Natural Resources ETF position as of Q4 2019 after selling out during the quarter.
  • Cetera Advisors sold 7,108 iShares North American Natural Resources ETF shares in Q4 2019, an estimated $205K.
  • Cetera Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 26 quarters.
  • Cetera Advisors's iShares North American Natural Resources ETF position peaked at $596K in Q3 2014.
  • 132 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2019.

Based on Cetera Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.