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SWS Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

SWS Partners’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
Q2 		– Sell
-107
Closed -$3K – 197
2018
Q1 		$3K Buy
107
+1
+0.9% +$35 ﹤0.01% 340
2017
Q4 		$4K Buy
+106
New +$3.57K ﹤0.01% 337

Other funds holding IGE

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 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
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
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

SWS Partners's IGE Position: Q2 2018 in Review

SWS Partners sold out of iShares North American Natural Resources ETF (IGE) in Q2 2018, closing a stake of 107 shares — an estimated $3K sold.

SWS Partners first reported a position in IGE in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 137 funds tracked by Wall St. Rank hold IGE as of Q2 2018.

  • SWS Partners reported no remaining iShares North American Natural Resources ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 107 iShares North American Natural Resources ETF shares in Q2 2018, an estimated $3K.
  • SWS Partners first reported a position in iShares North American Natural Resources ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's iShares North American Natural Resources ETF position peaked at $4K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.