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Grove Bank & Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

Grove Bank & Trust’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
Q2 		– Sell
-345
Closed -$10K – 285
2016
Q1 		$10K Hold
345
– – 0.01% 222
2015
Q4 		$10K Buy
+345
New +$10.7K 0.01% 271

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
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
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

Grove Bank & Trust's IGE Position: Q2 2016 in Review

Grove Bank & Trust sold out of iShares North American Natural Resources ETF (IGE) in Q2 2016, closing a stake of 345 shares — an estimated $10K sold.

Grove Bank & Trust first reported a position in IGE in Q4 2015 and held it in 2 quarters. The position peaked at $10K in Q1 2016. 131 funds tracked by Wall St. Rank hold IGE as of Q2 2016.

  • Grove Bank & Trust reported no remaining iShares North American Natural Resources ETF position as of Q2 2016 after selling out during the quarter.
  • Grove Bank & Trust sold 345 iShares North American Natural Resources ETF shares in Q2 2016, an estimated $10K.
  • Grove Bank & Trust first reported a position in iShares North American Natural Resources ETF in Q4 2015 and held it in 2 quarters.
  • Grove Bank & Trust's iShares North American Natural Resources ETF position peaked at $10K in Q1 2016.
  • 131 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2016.

Based on Grove Bank & Trust's 13F filing for Q2 2016, filed 5 Aug 2016.