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Country Club Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

Country Club Trust’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
2014
Q1 		– Sell
-8,696
Closed -$377K – 213
2013
Q4 		$377K Sell
8,696
-37,728
-81% -$1.61M 0.06% 178
2013
Q3 		$1.92M Sell
46,424
-4,840
-9% -$198K 0.3% 94
2013
Q2 		$1.96M Buy
+51,264
New +$2.02M 0.33% 97

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Country Club Trust's IGE Position: Q1 2014 in Review

Country Club Trust sold out of iShares North American Natural Resources ETF (IGE) in Q1 2014, closing a stake of 8,696 shares — an estimated $377K sold.

Country Club Trust first reported a position in IGE in Q2 2013 and held it in 3 quarters. The position peaked at $1.96M in Q2 2013. 143 funds tracked by Wall St. Rank hold IGE as of Q1 2014.

  • Country Club Trust reported no remaining iShares North American Natural Resources ETF position as of Q1 2014 after selling out during the quarter.
  • Country Club Trust sold 8,696 iShares North American Natural Resources ETF shares in Q1 2014, an estimated $377K.
  • Country Club Trust first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 3 quarters.
  • Country Club Trust's iShares North American Natural Resources ETF position peaked at $1.96M in Q2 2013.
  • 143 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2014.

Based on Country Club Trust's 13F filing for Q1 2014, filed 9 Apr 2014.