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

Doyle 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
2019
Q3 		– Sell
-1,157
Closed -$36K – 442
2019
Q2 		$36K Buy
+1,157
New +$35.4K 0.01% 425
2019
Q1 		– Sell
-1,156
Closed -$31K – 427
2018
Q4 		$31K Buy
+1,156
New +$36.4K 0.01% 445

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Doyle Wealth Management's IGE Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q3 2019, closing a stake of 1,157 shares — an estimated $36K sold.

Doyle Wealth Management first reported a position in IGE in Q4 2018 and held it in 2 quarters. The position peaked at $36K in Q2 2019. 123 funds tracked by Wall St. Rank hold IGE as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,157 iShares North American Natural Resources ETF shares in Q3 2019, an estimated $36K.
  • Doyle Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares North American Natural Resources ETF position peaked at $36K in Q2 2019.
  • 123 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.