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Monroe Bank & Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

Monroe Bank & Trust’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
2013
Q4 		– Sell
-350
Closed -$15K – 299
2013
Q3 		$15K Sell
350
-200
-36% -$8.17K 0.01% 234
2013
Q2 		$21K Buy
+550
New +$21.7K 0.01% 216

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Monroe Bank & Trust's IGE Position: Q4 2013 in Review

Monroe Bank & Trust sold out of iShares North American Natural Resources ETF (IGE) in Q4 2013, closing a stake of 350 shares — an estimated $15K sold.

Monroe Bank & Trust first reported a position in IGE in Q2 2013 and held it in 2 quarters. The position peaked at $21K in Q2 2013. 143 funds tracked by Wall St. Rank hold IGE as of Q4 2013.

  • Monroe Bank & Trust reported no remaining iShares North American Natural Resources ETF position as of Q4 2013 after selling out during the quarter.
  • Monroe Bank & Trust sold 350 iShares North American Natural Resources ETF shares in Q4 2013, an estimated $15K.
  • Monroe Bank & Trust first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 2 quarters.
  • Monroe Bank & Trust's iShares North American Natural Resources ETF position peaked at $21K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2013.

Based on Monroe Bank & Trust's 13F filing for Q4 2013, filed 6 Jan 2014.