RGT Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

RGT Wealth Advisors’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
2017 Q4	–	Sell	-7,384	Closed	-$249K	–	104
2017 Q3	$249K	Hold	7,384	–	–	0.17%	76
2017 Q2	$234K	Sell	7,384 -968	-12%	-$31.8K	0.16%	71
2017 Q1	$286K	Sell	8,352 -1,507	-15%	-$53K	0.19%	61
2016 Q4	$354K	Sell	9,859 -1,758	-15%	-$61.2K	0.2%	67
2016 Q3	$400K	Buy	+11,617	New	+$391K	0.25%	58

Other funds holding IGE

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

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

TFF

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

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

RBC

Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RGT Wealth Advisors's IGE Position: Q4 2017 in Review

RGT Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q4 2017, closing a stake of 7,384 shares — an estimated $249K sold.

RGT Wealth Advisors first reported a position in IGE in Q3 2016 and held it in 5 quarters. The position peaked at $400K in Q3 2016. 134 funds tracked by Wall St. Rank hold IGE as of Q4 2017.

RGT Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q4 2017 after selling out during the quarter.
RGT Wealth Advisors sold 7,384 iShares North American Natural Resources ETF shares in Q4 2017, an estimated $249K.
RGT Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q3 2016 and held it in 5 quarters.
RGT Wealth Advisors's iShares North American Natural Resources ETF position peaked at $400K in Q3 2016.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2017.

Based on RGT Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.