RWA
GRES

River Wealth Advisors’s IQ ARB Global Resources GRES Stock Holding History

River Wealth Advisors’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-438
Closed -$11K – 562
2018
Q4 		$11K Hold
438
– – ﹤0.01% 415
2018
Q3 		$12K Buy
438
+11
+3% +$297 ﹤0.01% 437
2018
Q2 		$12K Buy
+427
New +$11.9K ﹤0.01% 435

Other funds holding GRES

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

River Wealth Advisors's GRES Position: Q1 2019 in Review

River Wealth Advisors sold out of IQ ARB Global Resources (GRES) in Q1 2019, closing a stake of 438 shares — an estimated $11K sold.

River Wealth Advisors first reported a position in GRES in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 29 funds tracked by Wall St. Rank hold GRES as of Q1 2019.

  • River Wealth Advisors reported no remaining IQ ARB Global Resources position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 438 IQ ARB Global Resources shares in Q1 2019, an estimated $11K.
  • River Wealth Advisors first reported a position in IQ ARB Global Resources in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's IQ ARB Global Resources position peaked at $12K in Q3 2018.
  • 29 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.