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Strategic Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Strategic Wealth 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
2015
Q1 		– Sell
-44,550
Closed -$1.71M – 46
2014
Q4 		$1.71M Buy
+44,550
New +$1.81M 1.66% 16
2013
Q4 		– Sell
-45,550
Closed -$1.89M – 32
2013
Q3 		$1.89M Buy
+45,550
New +$1.86M 2.07% 13

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Strategic Wealth Management's IGE Position: Q1 2015 in Review

Strategic Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2015, closing a stake of 44,550 shares — an estimated $1.71M sold.

Strategic Wealth Management first reported a position in IGE in Q3 2013 and held it in 2 quarters. The position peaked at $1.89M in Q3 2013. 141 funds tracked by Wall St. Rank hold IGE as of Q1 2015.

  • Strategic Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 44,550 iShares North American Natural Resources ETF shares in Q1 2015, an estimated $1.71M.
  • Strategic Wealth Management first reported a position in iShares North American Natural Resources ETF in Q3 2013 and held it in 2 quarters.
  • Strategic Wealth Management's iShares North American Natural Resources ETF position peaked at $1.89M in Q3 2013.
  • 141 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.