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IBEX Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

IBEX Wealth Advisors’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
Q1 		– Sell
-107
Closed -$4K – 204
2016
Q4 		$4K Buy
+107
New +$3.73K ﹤0.01% 392

Other funds holding IGE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return

IBEX Wealth Advisors's IGE Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2017, closing a stake of 107 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in IGE in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 134 funds tracked by Wall St. Rank hold IGE as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 107 iShares North American Natural Resources ETF shares in Q1 2017, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares North American Natural Resources ETF position peaked at $4K in Q4 2016.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.