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

Venturi 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
2019
Q1 		– Sell
-10,219
Closed -$281K – 253
2018
Q4 		$281K Buy
+10,219
New +$322K 0.05% 215

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Bank of America
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BlackRock
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TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Venturi Wealth Management's IGE Position: Q1 2019 in Review

Venturi Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2019, closing a stake of 10,219 shares — an estimated $281K sold.

Venturi Wealth Management first reported a position in IGE in Q4 2018 and held it in 1 quarter. The position peaked at $281K in Q4 2018. 126 funds tracked by Wall St. Rank hold IGE as of Q1 2019.

  • Venturi Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2019 after selling out during the quarter.
  • Venturi Wealth Management sold 10,219 iShares North American Natural Resources ETF shares in Q1 2019, an estimated $281K.
  • Venturi Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 1 quarter.
  • Venturi Wealth Management's iShares North American Natural Resources ETF position peaked at $281K in Q4 2018.
  • 126 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2019.

Based on Venturi Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.