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Edelman Financial Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Edelman Financial Services’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
-6,154
Closed -$212K – 19
2016
Q3 		$212K Sell
6,154
-2,523
-29% -$84.9K ﹤0.01% 19
2016
Q2 		$288K Sell
8,677
-8,378
-49% -$268K ﹤0.01% 18
2016
Q1 		$507K Sell
17,055
-403,566
-96% -$11M 0.01% 16
2015
Q4 		$11.8M Sell
420,621
-19,937,353
-98% -$620M 0.18% 15
2015
Q3 		$591M Buy
20,357,974
+3,174,438
+18% +$102M 9.56% 5
2015
Q2 		$623M Buy
17,183,536
+374,515
+2% +$14.5M 9.62% 5
2015
Q1 		$631M Buy
16,809,021
+615,075
+4% +$23.2M 9.84% 5
2014
Q4 		$621M Buy
16,193,946
+3,640,238
+29% +$147M 10.15% 6
2014
Q3 		$562M Buy
12,553,708
+398,442
+3% +$19.2M 9.66% 6
2014
Q2 		$607M Sell
12,155,266
-190,100
-2% -$8.9M 10.51% 4
2014
Q1 		$547M Buy
12,345,366
+488,733
+4% +$20.9M 10.22% 6
2013
Q4 		$514M Buy
11,856,633
+348,106
+3% +$14.8M 10.21% 5
2013
Q3 		$477M Buy
11,508,527
+426,761
+4% +$17.4M 9.7% 5
2013
Q2 		$424M Buy
+11,081,766
New +$437M 9.35% 6

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

Edelman Financial Services's IGE Position: Q4 2016 in Review

Edelman Financial Services sold out of iShares North American Natural Resources ETF (IGE) in Q4 2016, closing a stake of 6,154 shares — an estimated $212K sold.

Edelman Financial Services first reported a position in IGE in Q2 2013 and held it in 14 quarters. The position peaked at $631M in Q1 2015. 147 funds tracked by Wall St. Rank hold IGE as of Q4 2016.

  • Edelman Financial Services reported no remaining iShares North American Natural Resources ETF position as of Q4 2016 after selling out during the quarter.
  • Edelman Financial Services sold 6,154 iShares North American Natural Resources ETF shares in Q4 2016, an estimated $212K.
  • Edelman Financial Services first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 14 quarters.
  • Edelman Financial Services's iShares North American Natural Resources ETF position peaked at $631M in Q1 2015.
  • 147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2016.

Based on Edelman Financial Services's 13F filing for Q4 2016, filed 7 Feb 2017.