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Wilbanks Smith & Thomas Asset Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-285
Closed -$10K – 799
2018
Q3 		$10K Buy
+285
New +$10.3K ﹤0.01% 1045

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Royal Bank of Canada
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FA
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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
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IGE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2018, closing a stake of 285 shares — an estimated $10K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IGE in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 131 funds tracked by Wall St. Rank hold IGE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 285 iShares North American Natural Resources ETF shares in Q4 2018, an estimated $10K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares North American Natural Resources ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares North American Natural Resources ETF position peaked at $10K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.