Commonwealth Equity Services
GRES

Commonwealth Equity Services’s IQ ARB Global Resources GRES Stock Holding History

Commonwealth Equity Services’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16,332
Closed -$467K – 2839
2017
Q4 		$467K Sell
16,332
-3,103
-16% -$85.3K ﹤0.01% 1736
2017
Q3 		$525K Sell
19,435
-696
-3% -$18.4K ﹤0.01% 1585
2017
Q2 		$513K Buy
20,131
+1,359
+7% +$34.9K ﹤0.01% 1561
2017
Q1 		$485K Buy
+18,772
New +$487K ﹤0.01% 1525

Other funds holding GRES

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services's GRES Position: Q1 2018 in Review

Commonwealth Equity Services sold out of IQ ARB Global Resources (GRES) in Q1 2018, closing a stake of 16,332 shares — an estimated $467K sold.

Commonwealth Equity Services first reported a position in GRES in Q1 2017 and held it in 4 quarters. The position peaked at $525K in Q3 2017. 32 funds tracked by Wall St. Rank hold GRES as of Q1 2018.

  • Commonwealth Equity Services reported no remaining IQ ARB Global Resources position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 16,332 IQ ARB Global Resources shares in Q1 2018, an estimated $467K.
  • Commonwealth Equity Services first reported a position in IQ ARB Global Resources in Q1 2017 and held it in 4 quarters.
  • Commonwealth Equity Services's IQ ARB Global Resources position peaked at $525K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.