Patriot Investment Management Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Patriot Investment Management Group’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
2020 Q3	–	Sell	-55,568	Closed	-$1.2M	–	408
2020 Q2	$1.2M	Buy	55,568 +17,140	+45%	+$357K	0.15%	82
2020 Q1	$639K	Hold	38,428	–	–	0.1%	112
2019 Q4	$1.16M	Hold	38,428	–	–	0.15%	89
2019 Q3	$1.08M	Buy	38,428 +2,400	+7%	+$70.7K	0.15%	90
2019 Q2	$1.11M	Hold	36,028	–	–	0.15%	88
2019 Q1	$1.13M	Buy	+36,028	New	+$1.1M	0.17%	83

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Patriot Investment Management Group's IGE Position: Q3 2020 in Review

Patriot Investment Management Group sold out of iShares North American Natural Resources ETF (IGE) in Q3 2020, closing a stake of 55,568 shares — an estimated $1.2M sold.

Patriot Investment Management Group first reported a position in IGE in Q1 2019 and held it in 6 quarters. The position peaked at $1.2M in Q2 2020. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

Patriot Investment Management Group reported no remaining iShares North American Natural Resources ETF position as of Q3 2020 after selling out during the quarter.
Patriot Investment Management Group sold 55,568 iShares North American Natural Resources ETF shares in Q3 2020, an estimated $1.2M.
Patriot Investment Management Group first reported a position in iShares North American Natural Resources ETF in Q1 2019 and held it in 6 quarters.
Patriot Investment Management Group's iShares North American Natural Resources ETF position peaked at $1.2M in Q2 2020.
100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.