Laird Norton Wetherby Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q1	–	Sell	-3,920	Closed	-$139K	–	660
2017 Q4	$139K	Hold	3,920	–	–	0.02%	618
2017 Q3	$132K	Buy	+3,920	New	+$126K	0.02%	593

Other funds holding IGE

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

RBC

Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IGE Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2018, closing a stake of 3,920 shares — an estimated $139K sold.

Laird Norton Wetherby Wealth Management first reported a position in IGE in Q3 2017 and held it in 2 quarters. The position peaked at $139K in Q4 2017. 127 funds tracked by Wall St. Rank hold IGE as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 3,920 iShares North American Natural Resources ETF shares in Q1 2018, an estimated $139K.
Laird Norton Wetherby Wealth Management first reported a position in iShares North American Natural Resources ETF in Q3 2017 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's iShares North American Natural Resources ETF position peaked at $139K in Q4 2017.
127 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.