ECM
GRES

Evergreen Capital Management’s IQ ARB Global Resources GRES Stock Holding History

Evergreen Capital Management’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
-8,559
Closed -$245K – 374
2017
Q4 		$245K Buy
+8,559
New +$235K 0.02% 213

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

Evergreen Capital Management's GRES Position: Q1 2018 in Review

Evergreen Capital Management sold out of IQ ARB Global Resources (GRES) in Q1 2018, closing a stake of 8,559 shares — an estimated $245K sold.

Evergreen Capital Management first reported a position in GRES in Q4 2017 and held it in 1 quarter. The position peaked at $245K in Q4 2017. 32 funds tracked by Wall St. Rank hold GRES as of Q1 2018.

  • Evergreen Capital Management reported no remaining IQ ARB Global Resources position as of Q1 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 8,559 IQ ARB Global Resources shares in Q1 2018, an estimated $245K.
  • Evergreen Capital Management first reported a position in IQ ARB Global Resources in Q4 2017 and held it in 1 quarter.
  • Evergreen Capital Management's IQ ARB Global Resources position peaked at $245K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2018.

Based on Evergreen Capital Management's 13F filing for Q1 2018, filed 10 May 2018.