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

Palladium 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
2013
Q3 		– Sell
-457
Closed -$17K – 575
2013
Q2 		$17K Buy
+457
New +$18K ﹤0.01% 448

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LMIM
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Palladium Partners's IGE Position: Q3 2013 in Review

Palladium Partners sold out of iShares North American Natural Resources ETF (IGE) in Q3 2013, closing a stake of 457 shares — an estimated $17K sold.

Palladium Partners first reported a position in IGE in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 124 funds tracked by Wall St. Rank hold IGE as of Q3 2013.

  • Palladium Partners reported no remaining iShares North American Natural Resources ETF position as of Q3 2013 after selling out during the quarter.
  • Palladium Partners sold 457 iShares North American Natural Resources ETF shares in Q3 2013, an estimated $17K.
  • Palladium Partners first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 1 quarter.
  • Palladium Partners's iShares North American Natural Resources ETF position peaked at $17K in Q2 2013.
  • 124 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2013.

Based on Palladium Partners's 13F filing for Q3 2013, filed 24 Oct 2013.