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Lowe Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Lowe Wealth 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
2016
Q1 		– Sell
-511
Closed -$14K – 225
2015
Q4 		$14K Buy
+511
New +$15.9K 0.01% 112

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Lowe Wealth Advisors's IGE Position: Q1 2016 in Review

Lowe Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2016, closing a stake of 511 shares — an estimated $14K sold.

Lowe Wealth Advisors first reported a position in IGE in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 126 funds tracked by Wall St. Rank hold IGE as of Q1 2016.

  • Lowe Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2016 after selling out during the quarter.
  • Lowe Wealth Advisors sold 511 iShares North American Natural Resources ETF shares in Q1 2016, an estimated $14K.
  • Lowe Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2015 and held it in 1 quarter.
  • Lowe Wealth Advisors's iShares North American Natural Resources ETF position peaked at $14K in Q4 2015.
  • 126 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2016.

Based on Lowe Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.