First Allied Advisory Services’s iShares North American Natural Resources ETF IGE Stock Holding History

First Allied Advisory 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
2020 Q1	–	Sell	-7,413	Closed	-$221K	–	1138
2019 Q4	$221K	Buy	7,413 +186	+3%	+$5.43K	0.01%	1075
2019 Q3	$211K	Sell	7,227 -986	-12%	-$29K	0.01%	1069
2019 Q2	$252K	Sell	8,213 -1,185	-13%	-$36.2K	0.01%	977
2019 Q1	$294K	Buy	+9,398	New	+$287K	0.01%	882
2018 Q4	–	Sell	-10,479	Closed	-$374K	–	1122
2018 Q3	$374K	Sell	10,479 -1,370	-12%	-$49.5K	0.01%	818
2018 Q2	$436K	Buy	11,849 +1,085	+10%	+$39.1K	0.02%	718
2018 Q1	$354K	Sell	10,764 -8,701	-45%	-$301K	0.01%	799
2017 Q4	$688K	Buy	19,465 +1,160	+6%	+$39.1K	0.03%	548
2017 Q3	$616K	Buy	18,305 +1,119	+7%	+$35.9K	0.03%	550
2017 Q2	$545K	Sell	17,186 -6,565	-28%	-$216K	0.02%	585
2017 Q1	$803K	Buy	23,751 +3,652	+18%	+$128K	0.04%	442
2016 Q4	$723K	Sell	20,099 -1,915	-9%	-$66.7K	0.04%	479
2016 Q3	$759K	Sell	22,014 -513	-2%	-$17.3K	0.04%	436
2016 Q2	$749K	Buy	22,527 +1,102	+5%	+$35.2K	0.04%	430
2016 Q1	$639K	Sell	21,425 -4,289	-17%	-$117K	0.04%	474
2015 Q4	$723K	Sell	25,714 -1,641	-6%	-$51K	0.04%	455
2015 Q3	$789K	Sell	27,355 -13,177	-33%	-$424K	0.04%	413
2015 Q2	$1.47M	Buy	40,532 +9,217	+29%	+$357K	0.07%	320
2015 Q1	$1.18M	Sell	31,315 -812	-3%	-$30.6K	0.08%	302
2014 Q4	$1.23M	Buy	32,127 +1,633	+5%	+$66.2K	0.09%	265
2014 Q3	$1.36M	Sell	30,494 -3,315	-10%	-$160K	0.11%	226
2014 Q2	$1.69M	Buy	33,809 +1,785	+6%	+$83.6K	0.12%	199
2014 Q1	$1.42M	Sell	32,024 -2,190	-6%	-$93.8K	0.11%	224
2013 Q4	$1.48M	Buy	34,214 +4,520	+15%	+$193K	0.12%	211
2013 Q3	$1.23M	Buy	29,694 +4,960	+20%	+$203K	0.07%	263
2013 Q2	$938K	Buy	+24,734	New	+$976K	0.07%	275

Other funds holding IGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

First Allied Advisory Services's IGE Position: Q1 2020 in Review

First Allied Advisory Services sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 7,413 shares — an estimated $221K sold.

First Allied Advisory Services first reported a position in IGE in Q2 2013 and held it in 26 quarters. The position peaked at $1.69M in Q2 2014. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

First Allied Advisory Services reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 7,413 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $221K.
First Allied Advisory Services first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 26 quarters.
First Allied Advisory Services's iShares North American Natural Resources ETF position peaked at $1.69M in Q2 2014.
113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.