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

Ropes 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
2018
Q1 		– Sell
-3,147
Closed -$112K – 669
2017
Q4 		$112K Buy
+3,147
New +$106K 0.03% 263

Other funds holding IGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
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
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

Ropes Wealth Advisors's IGE Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2018, closing a stake of 3,147 shares — an estimated $112K sold.

Ropes Wealth Advisors first reported a position in IGE in Q4 2017 and held it in 1 quarter. The position peaked at $112K in Q4 2017. 127 funds tracked by Wall St. Rank hold IGE as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 3,147 iShares North American Natural Resources ETF shares in Q1 2018, an estimated $112K.
  • Ropes Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares North American Natural Resources ETF position peaked at $112K in Q4 2017.
  • 127 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.