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

Private Capital 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 Q1	–	Sell	-133	Closed	-$4K	–	2042
2019 Q4	$4K	Buy	133 +83	+166%	+$2.42K	﹤0.01%	1550
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1899
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1902
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1898
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	2046
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	2068
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	2018
2018 Q1	$2K	Sell	50 -100	-67%	-$3.46K	﹤0.01%	1846
2017 Q4	$5	Buy	+150	New	+$5.05K	﹤0.01%	1632

Other funds holding IGE

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Private Capital Group's IGE Position: Q1 2020 in Review

Private Capital Group sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 133 shares — an estimated $4K sold.

Private Capital Group first reported a position in IGE in Q4 2017 and held it in 9 quarters. The position peaked at $4K in Q4 2019. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

Private Capital Group reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
Private Capital Group sold 133 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $4K.
Private Capital Group first reported a position in iShares North American Natural Resources ETF in Q4 2017 and held it in 9 quarters.
Private Capital Group's iShares North American Natural Resources ETF position peaked at $4K in Q4 2019.
113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on Private Capital Group's 13F filing for Q1 2020, filed 7 May 2020.