MYIA
IGE icon

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

Mount Yale 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
2018
Q3 		– Sell
-619
Closed -$23K – 966
2018
Q2 		$23K Hold
619
– – ﹤0.01% 764
2018
Q1 		$20K Buy
+619
New +$21.4K ﹤0.01% 768

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mount Yale Investment Advisors's IGE Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2018, closing a stake of 619 shares — an estimated $23K sold.

Mount Yale Investment Advisors first reported a position in IGE in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q2 2018. 133 funds tracked by Wall St. Rank hold IGE as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 619 iShares North American Natural Resources ETF shares in Q3 2018, an estimated $23K.
  • Mount Yale Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares North American Natural Resources ETF position peaked at $23K in Q2 2018.
  • 133 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.