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Westover Capital Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Westover Capital 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
2015
Q3 		– Sell
-6,237
Closed -$226K – 90
2015
Q2 		$226K Buy
+6,237
New +$241K 0.18% 81

Other funds holding IGE

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westover Capital Advisors's IGE Position: Q3 2015 in Review

Westover Capital Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2015, closing a stake of 6,237 shares — an estimated $226K sold.

Westover Capital Advisors first reported a position in IGE in Q2 2015 and held it in 1 quarter. The position peaked at $226K in Q2 2015. 140 funds tracked by Wall St. Rank hold IGE as of Q3 2015.

  • Westover Capital Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2015 after selling out during the quarter.
  • Westover Capital Advisors sold 6,237 iShares North American Natural Resources ETF shares in Q3 2015, an estimated $226K.
  • Westover Capital Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2015 and held it in 1 quarter.
  • Westover Capital Advisors's iShares North American Natural Resources ETF position peaked at $226K in Q2 2015.
  • 140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2015.

Based on Westover Capital Advisors's 13F filing for Q3 2015, filed 29 Oct 2015.