Independence Bank of Kentucky’s iShares North American Natural Resources ETF IGE Stock Holding History

Independence Bank of Kentucky’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
2020 Q3	–	Sell	-260	Closed	-$6K	–	373
2020 Q2	$6K	Hold	260	–	–	﹤0.01%	303
2020 Q1	$4K	Buy	260 +180	+225%	+$4.46K	﹤0.01%	317
2019 Q4	$2K	Sell	80 -990	-93%	-$28.9K	﹤0.01%	339
2019 Q3	$31K	Buy	1,070 +435	+69%	+$12.8K	0.02%	239
2019 Q2	$19K	Buy	635 +415	+189%	+$12.7K	0.01%	231
2019 Q1	$7K	Buy	+220	New	+$6.73K	0.01%	275

Other funds holding IGE

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Independence Bank of Kentucky's IGE Position: Q3 2020 in Review

Independence Bank of Kentucky sold out of iShares North American Natural Resources ETF (IGE) in Q3 2020, closing a stake of 260 shares — an estimated $6K sold.

Independence Bank of Kentucky first reported a position in IGE in Q1 2019 and held it in 6 quarters. The position peaked at $31K in Q3 2019. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

Independence Bank of Kentucky reported no remaining iShares North American Natural Resources ETF position as of Q3 2020 after selling out during the quarter.
Independence Bank of Kentucky sold 260 iShares North American Natural Resources ETF shares in Q3 2020, an estimated $6K.
Independence Bank of Kentucky first reported a position in iShares North American Natural Resources ETF in Q1 2019 and held it in 6 quarters.
Independence Bank of Kentucky's iShares North American Natural Resources ETF position peaked at $31K in Q3 2019.
100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on Independence Bank of Kentucky's 13F filing for Q3 2020, filed 5 Oct 2020.