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

Concert 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
2016
Q4 		– Sell
-80
Closed – – 692
2016
Q3 		$0 Buy
+80
New +$2.69K ﹤0.01% 1023

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Concert Wealth Management's IGE Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2016, closing a stake of 80 shares.

Concert Wealth Management first reported a position in IGE in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 147 funds tracked by Wall St. Rank hold IGE as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 80 iShares North American Natural Resources ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in iShares North American Natural Resources ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares North American Natural Resources ETF position peaked at $0 in Q3 2016.
  • 147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.