IFP Advisors’s IQ ARB Global Resources GRES Stock Holding History

IFP Advisors’s Portfolio GRES Stock Details GRES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,362	Closed	-$186K	–	3969
2018 Q4	$186K	Sell	7,362 -15,515	-68%	-$412K	0.01%	898
2018 Q3	$624K	Hold	22,877	–	–	0.03%	595
2018 Q2	$633K	Sell	22,877 -44,329	-66%	-$1.24M	0.03%	572
2018 Q1	$1.92M	Hold	67,206	–	–	0.09%	240
2017 Q4	$1.92M	Buy	+67,206	New	+$1.85M	0.09%	241
2017 Q2	–	Sell	-5,000	Closed	-$129K	–	4402
2017 Q1	$129K	Buy	+5,000	New	+$130K	0.01%	1354

Other funds holding GRES

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 10.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's GRES Position: Q1 2019 in Review

IFP Advisors sold out of IQ ARB Global Resources (GRES) in Q1 2019, closing a stake of 7,362 shares — an estimated $186K sold.

IFP Advisors first reported a position in GRES in Q1 2017 and held it in 6 quarters. The position peaked at $1.92M in Q1 2018. 29 funds tracked by Wall St. Rank hold GRES as of Q1 2019.

IFP Advisors reported no remaining IQ ARB Global Resources position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 7,362 IQ ARB Global Resources shares in Q1 2019, an estimated $186K.
IFP Advisors first reported a position in IQ ARB Global Resources in Q1 2017 and held it in 6 quarters.
IFP Advisors's IQ ARB Global Resources position peaked at $1.92M in Q1 2018.
29 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.