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

WealthPLAN 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
2016
Q3 		– Sell
-76
Closed -$1.26K – 1015
2016
Q2 		$1.26K Buy
+76
New +$2.43K ﹤0.01% 2302

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

WealthPLAN Partners's IGE Position: Q3 2016 in Review

WealthPLAN Partners sold out of iShares North American Natural Resources ETF (IGE) in Q3 2016, closing a stake of 76 shares — an estimated $1.26K sold.

WealthPLAN Partners first reported a position in IGE in Q2 2016 and held it in 1 quarter. The position peaked at $1.26K in Q2 2016. 126 funds tracked by Wall St. Rank hold IGE as of Q3 2016.

  • WealthPLAN Partners reported no remaining iShares North American Natural Resources ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 76 iShares North American Natural Resources ETF shares in Q3 2016, an estimated $1.26K.
  • WealthPLAN Partners first reported a position in iShares North American Natural Resources ETF in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's iShares North American Natural Resources ETF position peaked at $1.26K in Q2 2016.
  • 126 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.