IP
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Intellectus Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Intellectus Partners’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
2019
Q4 		– Sell
-7,192
Closed -$209K – 206
2019
Q3 		$209K Hold
7,192
– – 0.09% 182
2019
Q2 		$221K Buy
7,192
+491
+7% +$15K 0.1% 181
2019
Q1 		$210K Buy
+6,701
New +$205K 0.09% 186
2018
Q4 		– Sell
-6,876
Closed -$248K – 392
2018
Q3 		$248K Hold
6,876
– – 0.09% 215
2018
Q2 		$255K Sell
6,876
-160
-2% -$5.77K 0.09% 204
2018
Q1 		$233K Buy
7,036
+2,750
+64% +$95.1K 0.08% 218
2017
Q4 		$152K Sell
4,286
-272
-6% -$9.16K 0.06% 242
2017
Q3 		$153K Buy
4,558
+338
+8% +$10.9K 0.06% 258
2017
Q2 		$134K Buy
+4,220
New +$139K 0.06% 238

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return