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

HL 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
2017
Q4 		– Sell
-101,038
Closed -$3.4M – 645
2017
Q3 		$3.4M Sell
101,038
-5,776
-5% -$185K 0.07% 191
2017
Q2 		$3.38M Sell
106,814
-1,176
-1% -$38.6K 0.07% 181
2017
Q1 		$3.7M Sell
107,990
-2,080
-2% -$73.2K 0.08% 149
2016
Q4 		$3.96M Sell
110,070
-2,928
-3% -$102K 0.09% 140
2016
Q3 		$3.89M Buy
112,998
+518
+0.5% +$17.4K 0.09% 141
2016
Q2 		$3.74M Buy
112,480
+1,274
+1% +$40.7K 0.09% 135
2016
Q1 		$3.31M Buy
111,206
+21,726
+24% +$590K 0.08% 146
2015
Q4 		$2.52M Buy
89,480
+2,692
+3% +$83.7K 0.06% 180
2015
Q3 		$2.52M Sell
86,788
-2,048
-2% -$65.9K 0.07% 166
2015
Q2 		$3.22M Buy
88,836
+1,238
+1% +$47.9K 0.09% 149
2015
Q1 		$3.29M Buy
87,598
+13,068
+18% +$493K 0.09% 146
2014
Q4 		$2.86M Buy
74,530
+1,315
+2% +$53.3K 0.08% 160
2014
Q3 		$3.28M Sell
73,215
-1,561
-2% -$75.2K 0.1% 133
2014
Q2 		$3.73M Sell
74,776
-1,897
-2% -$88.9K 0.11% 122
2014
Q1 		$3.4M Buy
76,673
+428
+0.6% +$18.3K 0.1% 125
2013
Q4 		$3.31M Buy
76,245
+2,384
+3% +$102K 0.1% 133
2013
Q3 		$3.06M Buy
73,861
+539
+0.7% +$22K 0.11% 118
2013
Q2 		$2.81M Buy
+73,322
New +$2.89M 0.1% 121

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HL Financial Services's IGE Position: Q4 2017 in Review

HL Financial Services sold out of iShares North American Natural Resources ETF (IGE) in Q4 2017, closing a stake of 101,038 shares — an estimated $3.4M sold.

HL Financial Services first reported a position in IGE in Q2 2013 and held it in 18 quarters. The position peaked at $3.96M in Q4 2016. 134 funds tracked by Wall St. Rank hold IGE as of Q4 2017.

  • HL Financial Services reported no remaining iShares North American Natural Resources ETF position as of Q4 2017 after selling out during the quarter.
  • HL Financial Services sold 101,038 iShares North American Natural Resources ETF shares in Q4 2017, an estimated $3.4M.
  • HL Financial Services first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 18 quarters.
  • HL Financial Services's iShares North American Natural Resources ETF position peaked at $3.96M in Q4 2016.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2017.

Based on HL Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.