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Laurel Wealth Advisors (California)’s iShares North American Natural Resources ETF IGE Stock Holding History

Laurel Wealth Advisors (California)’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
2016
Q2 		– Sell
-8,344
Closed -$248K – 299
2016
Q1 		$248K Buy
+8,344
New +$227K 0.12% 203

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IGE Position: Q2 2016 in Review

Laurel Wealth Advisors (California) sold out of iShares North American Natural Resources ETF (IGE) in Q2 2016, closing a stake of 8,344 shares — an estimated $248K sold.

Laurel Wealth Advisors (California) first reported a position in IGE in Q1 2016 and held it in 1 quarter. The position peaked at $248K in Q1 2016. 131 funds tracked by Wall St. Rank hold IGE as of Q2 2016.

  • Laurel Wealth Advisors (California) reported no remaining iShares North American Natural Resources ETF position as of Q2 2016 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 8,344 iShares North American Natural Resources ETF shares in Q2 2016, an estimated $248K.
  • Laurel Wealth Advisors (California) first reported a position in iShares North American Natural Resources ETF in Q1 2016 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s iShares North American Natural Resources ETF position peaked at $248K in Q1 2016.
  • 131 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2016, filed 11 Aug 2016.