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

Sutton 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
2019 Q4	–	Sell	-476	Closed	-$13.8K	–	1181
2019 Q3	$13.8K	Hold	476	–	–	0.01%	702
2019 Q2	$14.6K	Hold	476	–	–	0.01%	671
2019 Q1	$14.9K	Hold	476	–	–	0.01%	670
2018 Q4	$12.9K	Sell	476 -669	-58%	-$21.1K	0.01%	670
2018 Q3	$41K	Buy	1,145 +669	+141%	+$24.2K	0.03%	331
2018 Q2	$17.5K	Sell	476 -603	-56%	-$21.7K	0.01%	640
2018 Q1	$35.7K	Sell	1,079 -318	-23%	-$11K	0.03%	367
2017 Q4	$49.5K	Hold	1,397	–	–	0.04%	274
2017 Q3	$47K	Sell	1,397 -135	-9%	-$4.33K	0.04%	285
2017 Q2	$48.5K	Hold	1,532	–	–	0.04%	267
2017 Q1	$52.5K	Hold	1,532	–	–	0.04%	252
2016 Q4	$55.1K	Hold	1,532	–	–	0.05%	251
2016 Q3	$52.8K	Sell	1,532 -402	-21%	-$13.5K	0.05%	248
2016 Q2	$64.2K	Hold	1,934	–	–	0.06%	215
2016 Q1	$57.5K	Buy	+1,934	New	+$52.6K	0.05%	228

Other funds holding IGE

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

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

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

TFF

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

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

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

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Sutton Wealth Advisors's IGE Position: Q4 2019 in Review

Sutton Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q4 2019, closing a stake of 476 shares — an estimated $13.8K sold.

Sutton Wealth Advisors first reported a position in IGE in Q1 2016 and held it in 15 quarters. The position peaked at $64.2K in Q2 2016. 132 funds tracked by Wall St. Rank hold IGE as of Q4 2019.

Sutton Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q4 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 476 iShares North American Natural Resources ETF shares in Q4 2019, an estimated $13.8K.
Sutton Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2016 and held it in 15 quarters.
Sutton Wealth Advisors's iShares North American Natural Resources ETF position peaked at $64.2K in Q2 2016.
132 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2019.

Based on Sutton Wealth Advisors's 13F filing for Q4 2019, filed 7 Nov 2023.