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PagnatoKarp Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

PagnatoKarp Partners’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
2017
Q1 		– Sell
-19,580
Closed -$704K – 125
2016
Q4 		$704K Buy
+19,580
New +$682K 0.21% 60

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

PagnatoKarp Partners's IGE Position: Q1 2017 in Review

PagnatoKarp Partners sold out of iShares North American Natural Resources ETF (IGE) in Q1 2017, closing a stake of 19,580 shares — an estimated $704K sold.

PagnatoKarp Partners first reported a position in IGE in Q4 2016 and held it in 1 quarter. The position peaked at $704K in Q4 2016. 134 funds tracked by Wall St. Rank hold IGE as of Q1 2017.

  • PagnatoKarp Partners reported no remaining iShares North American Natural Resources ETF position as of Q1 2017 after selling out during the quarter.
  • PagnatoKarp Partners sold 19,580 iShares North American Natural Resources ETF shares in Q1 2017, an estimated $704K.
  • PagnatoKarp Partners first reported a position in iShares North American Natural Resources ETF in Q4 2016 and held it in 1 quarter.
  • PagnatoKarp Partners's iShares North American Natural Resources ETF position peaked at $704K in Q4 2016.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2017.

Based on PagnatoKarp Partners's 13F filing for Q1 2017, filed 15 May 2017.