TFCP
IGE icon

Twin Focus Capital Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Twin Focus Capital 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
2014
Q4 		– Sell
-471
Closed -$21K – 117
2014
Q3 		$21K Buy
+471
New +$22.7K 0.02% 111

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Twin Focus Capital Partners's IGE Position: Q4 2014 in Review

Twin Focus Capital Partners sold out of iShares North American Natural Resources ETF (IGE) in Q4 2014, closing a stake of 471 shares — an estimated $21K sold.

Twin Focus Capital Partners first reported a position in IGE in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 145 funds tracked by Wall St. Rank hold IGE as of Q4 2014.

  • Twin Focus Capital Partners reported no remaining iShares North American Natural Resources ETF position as of Q4 2014 after selling out during the quarter.
  • Twin Focus Capital Partners sold 471 iShares North American Natural Resources ETF shares in Q4 2014, an estimated $21K.
  • Twin Focus Capital Partners first reported a position in iShares North American Natural Resources ETF in Q3 2014 and held it in 1 quarter.
  • Twin Focus Capital Partners's iShares North American Natural Resources ETF position peaked at $21K in Q3 2014.
  • 145 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2014.

Based on Twin Focus Capital Partners's 13F filing for Q4 2014, filed 17 Feb 2015.