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JT Stratford LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

JT Stratford LLC’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
2018
Q4 		– Sell
-9,619
Closed -$345K – 112
2018
Q3 		$345K Buy
9,619
+588
+7% +$21.2K 0.2% 83
2018
Q2 		$333K Sell
9,031
-75
-0.8% -$2.7K 0.21% 82
2018
Q1 		$301K Sell
9,106
-730
-7% -$25.2K 0.19% 89
2017
Q4 		$349K Buy
9,836
+2,036
+26% +$68.6K 0.23% 76
2017
Q3 		$263K Buy
+7,800
New +$250K 0.17% 96

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JT Stratford LLC's IGE Position: Q4 2018 in Review

JT Stratford LLC sold out of iShares North American Natural Resources ETF (IGE) in Q4 2018, closing a stake of 9,619 shares — an estimated $345K sold.

JT Stratford LLC first reported a position in IGE in Q3 2017 and held it in 5 quarters. The position peaked at $349K in Q4 2017. 131 funds tracked by Wall St. Rank hold IGE as of Q4 2018.

  • JT Stratford LLC reported no remaining iShares North American Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
  • JT Stratford LLC sold 9,619 iShares North American Natural Resources ETF shares in Q4 2018, an estimated $345K.
  • JT Stratford LLC first reported a position in iShares North American Natural Resources ETF in Q3 2017 and held it in 5 quarters.
  • JT Stratford LLC's iShares North American Natural Resources ETF position peaked at $349K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2018.

Based on JT Stratford LLC's 13F filing for Q4 2018, filed 14 Feb 2019.