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Penseco Financial Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Penseco Financial Services’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 		$62K Hold
1,500
– – 0.04% 137
2013
Q2 		$57K Buy
+1,500
New +$59.2K 0.04% 139

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
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

Penseco Financial Services's IGE Position: Q3 2013 in Review

Penseco Financial Services held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2013 at 1,500 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #137.

Penseco Financial Services first reported a position in IGE in Q2 2013 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IGE as of Q3 2013.

  • Penseco Financial Services held 1,500 shares of iShares North American Natural Resources ETF worth $62K as of Q3 2013.
  • Penseco Financial Services left its iShares North American Natural Resources ETF share count unchanged in Q3 2013.
  • iShares North American Natural Resources ETF made up 0.04% of Penseco Financial Services's portfolio in Q3 2013, its #137 holding.
  • Penseco Financial Services first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.