RIM
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Rampart Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Rampart Investment Management’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
-235,029
Closed -$7.07M – 533
2019
Q4 		$7.07M Buy
235,029
+14,131
+6% +$412K 0.86% 13
2019
Q3 		$6.42M Sell
220,898
-7,256
-3% -$214K 0.8% 17
2019
Q2 		$7M Sell
228,154
-11,755
-5% -$359K 0.83% 12
2019
Q1 		$7.53M Sell
239,909
-7,373
-3% -$225K 0.86% 13
2018
Q4 		$6.72M Buy
247,282
+54,825
+28% +$1.73M 1.87% 7
2018
Q3 		$6.9K Buy
192,457
+3,676
+2% +$133K ﹤0.01% 467
2018
Q2 		$6.96M Sell
188,781
-14,972
-7% -$540K 0.68% 33
2018
Q1 		$6.74M Buy
+203,753
New +$7.05M 0.64% 38

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Bank of America
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