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

Golden State 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
Q4 		– Sell
-64
Closed -$2K – 469
2019
Q3 		$2K Buy
+64
New +$1.88K ﹤0.01% 969

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TFF
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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 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

Golden State Wealth Management's IGE Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2019, closing a stake of 64 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in IGE in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 132 funds tracked by Wall St. Rank hold IGE as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 64 iShares North American Natural Resources ETF shares in Q4 2019, an estimated $2K.
  • Golden State Wealth Management first reported a position in iShares North American Natural Resources ETF in Q3 2019 and held it in 1 quarter.
  • Golden State Wealth Management's iShares North American Natural Resources ETF position peaked at $2K in Q3 2019.
  • 132 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.