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KCM Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

KCM Investment Advisors’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
2015
Q3 		– Sell
-17,643
Closed -$640K – 537
2015
Q2 		$640K Hold
17,643
– – 0.05% 313
2015
Q1 		$662K Sell
17,643
-625
-3% -$23.6K 0.05% 301
2014
Q4 		$700K Buy
+18,268
New +$740K 0.06% 285

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCM Investment Advisors's IGE Position: Q3 2015 in Review

KCM Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2015, closing a stake of 17,643 shares — an estimated $640K sold.

KCM Investment Advisors first reported a position in IGE in Q4 2014 and held it in 3 quarters. The position peaked at $700K in Q4 2014. 140 funds tracked by Wall St. Rank hold IGE as of Q3 2015.

  • KCM Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 17,643 iShares North American Natural Resources ETF shares in Q3 2015, an estimated $640K.
  • KCM Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2014 and held it in 3 quarters.
  • KCM Investment Advisors's iShares North American Natural Resources ETF position peaked at $700K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.