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IHT Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

IHT Wealth Management’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
-150
Closed -$5K – 1293
2016
Q4 		$5K Buy
+150
New +$5.23K ﹤0.01% 917

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

IHT Wealth Management's IGE Position: Q1 2017 in Review

IHT Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2017, closing a stake of 150 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in IGE in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 134 funds tracked by Wall St. Rank hold IGE as of Q1 2017.

  • IHT Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2017 after selling out during the quarter.
  • IHT Wealth Management sold 150 iShares North American Natural Resources ETF shares in Q1 2017, an estimated $5K.
  • IHT Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2016 and held it in 1 quarter.
  • IHT Wealth Management's iShares North American Natural Resources ETF position peaked at $5K in Q4 2016.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2017.

Based on IHT Wealth Management's 13F filing for Q1 2017, filed 16 May 2017.