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Hudock Inc’s iShares North American Natural Resources ETF IGE Stock Holding History

Hudock Inc’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
2014
Q4 		– Sell
-150
Closed -$7K – 570
2014
Q3 		$7K Hold
150
– – ﹤0.01% 421
2014
Q2 		$7K Hold
150
– – 0.01% 437
2014
Q1 		$7K Hold
150
– – 0.01% 407
2013
Q4 		$7K Buy
+150
New +$6.4K 0.01% 418

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hudock Inc's IGE Position: Q4 2014 in Review

Hudock Inc sold out of iShares North American Natural Resources ETF (IGE) in Q4 2014, closing a stake of 150 shares — an estimated $7K sold.

Hudock Inc first reported a position in IGE in Q4 2013 and held it in 4 quarters. The position peaked at $7K in Q3 2014. 145 funds tracked by Wall St. Rank hold IGE as of Q4 2014.

  • Hudock Inc reported no remaining iShares North American Natural Resources ETF position as of Q4 2014 after selling out during the quarter.
  • Hudock Inc sold 150 iShares North American Natural Resources ETF shares in Q4 2014, an estimated $7K.
  • Hudock Inc first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 4 quarters.
  • Hudock Inc's iShares North American Natural Resources ETF position peaked at $7K in Q3 2014.
  • 145 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2014.

Based on Hudock Inc's 13F filing for Q4 2014, filed 3 Feb 2015.