ICP
GRES

Interchange Capital Partners’s IQ ARB Global Resources GRES Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-228
Closed -$5K – 1241
2020
Q4 		$5K Buy
+228
New +$6.12K ﹤0.01% 955

Other funds holding GRES

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Interchange Capital Partners's GRES Position: Q1 2021 in Review

Interchange Capital Partners sold out of IQ ARB Global Resources (GRES) in Q1 2021, closing a stake of 228 shares — an estimated $5K sold.

Interchange Capital Partners first reported a position in GRES in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 19 funds tracked by Wall St. Rank hold GRES as of Q1 2021.

  • Interchange Capital Partners reported no remaining IQ ARB Global Resources position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 228 IQ ARB Global Resources shares in Q1 2021, an estimated $5K.
  • Interchange Capital Partners first reported a position in IQ ARB Global Resources in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's IQ ARB Global Resources position peaked at $5K in Q4 2020.
  • 19 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.