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Private Advisor Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Private Advisor 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
-4,746
Closed -$103K – 2465
2020
Q2 		$103K Buy
+4,746
New +$98.7K ﹤0.01% 1692
2018
Q4 		– Sell
-6,971
Closed -$301K – 1464
2018
Q3 		$301K Buy
6,971
+416
+6% +$15K 0.01% 1225
2018
Q2 		$239K Buy
+6,555
New +$236K ﹤0.01% 1095
2018
Q1 		– Sell
-6,291
Closed -$232K – 1257
2017
Q4 		$232K Sell
6,291
-1,873
-23% -$63.1K 0.01% 991
2017
Q3 		$274K Sell
8,164
-71
-0.9% -$2.28K 0.01% 1191
2017
Q2 		$258K Buy
8,235
+1,369
+20% +$44.9K 0.01% 1146
2017
Q1 		$235K Sell
6,866
-656
-9% -$23.1K 0.01% 1193
2016
Q4 		$273K Sell
7,522
-506
-6% -$17.6K 0.01% 993
2016
Q3 		$271K Buy
8,028
+547
+7% +$18.4K 0.01% 874
2016
Q2 		$248K Sell
7,481
-802
-10% -$25.6K 0.01% 901
2016
Q1 		$246K Buy
8,283
+316
+4% +$8.59K 0.01% 834
2015
Q4 		$224K Sell
7,967
-1,567
-16% -$48.7K 0.01% 900
2015
Q3 		$277K Sell
9,534
-641
-6% -$20.6K 0.02% 763
2015
Q2 		$369K Buy
10,175
+3,481
+52% +$135K 0.02% 714
2015
Q1 		$251K Sell
6,694
-109
-2% -$4.11K 0.01% 800
2014
Q4 		$261K Buy
6,803
+34
+0.5% +$1.38K 0.02% 769
2014
Q3 		$303K Buy
6,769
+211
+3% +$10.2K 0.02% 697
2014
Q2 		$328K Buy
6,558
+646
+11% +$30.3K 0.03% 628
2014
Q1 		$262K Sell
5,912
-28
-0.5% -$1.2K 0.03% 613
2013
Q4 		$258K Buy
+5,940
New +$253K 0.03% 566

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Envestnet Asset Management
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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Private Advisor Group's IGE Position: Q3 2020 in Review

Private Advisor Group sold out of iShares North American Natural Resources ETF (IGE) in Q3 2020, closing a stake of 4,746 shares — an estimated $103K sold.

Private Advisor Group first reported a position in IGE in Q4 2013 and held it in 20 quarters. The position peaked at $369K in Q2 2015. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

  • Private Advisor Group reported no remaining iShares North American Natural Resources ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 4,746 iShares North American Natural Resources ETF shares in Q3 2020, an estimated $103K.
  • Private Advisor Group first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 20 quarters.
  • Private Advisor Group's iShares North American Natural Resources ETF position peaked at $369K in Q2 2015.
  • 100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.