SPIA
GRES

Steward Partners Investment Advisory’s IQ ARB Global Resources GRES Stock Holding History

Steward Partners Investment Advisory’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
2018
Q2 		– Sell
-3,020
Closed -$83K – 2643
2018
Q1 		$83K Buy
+3,020
New +$84.9K 0.01% 833

Other funds holding GRES

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 10.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Steward Partners Investment Advisory's GRES Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of IQ ARB Global Resources (GRES) in Q2 2018, closing a stake of 3,020 shares — an estimated $83K sold.

Steward Partners Investment Advisory first reported a position in GRES in Q1 2018 and held it in 1 quarter. The position peaked at $83K in Q1 2018. 31 funds tracked by Wall St. Rank hold GRES as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining IQ ARB Global Resources position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,020 IQ ARB Global Resources shares in Q2 2018, an estimated $83K.
  • Steward Partners Investment Advisory first reported a position in IQ ARB Global Resources in Q1 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's IQ ARB Global Resources position peaked at $83K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.