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Wilmington Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

Wilmington Trust’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
Q2 		$671K Sell
13,430
-2,927
-18% -$137K 0.01% 459
2014
Q1 		$725K Hold
16,357
– – 0.01% 431
2013
Q4 		$710K Hold
16,357
– – 0.01% 439
2013
Q3 		$678K Hold
16,357
– – 0.01% 435
2013
Q2 		$626K Buy
+16,357
New +$645K 0.01% 426

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wilmington Trust's IGE Position: Q2 2014 in Review

Wilmington Trust reduced its iShares North American Natural Resources ETF (IGE) stake by 18% in Q2 2014, selling an estimated $137K and leaving 13,430 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #459.

Wilmington Trust first reported a position in IGE in Q2 2013 and has held it in 5 quarters since. The position peaked at $725K in Q1 2014. 150 funds tracked by Wall St. Rank hold IGE as of Q2 2014.

  • Wilmington Trust held 13,430 shares of iShares North American Natural Resources ETF worth $671K as of Q2 2014.
  • Wilmington Trust sold 2,927 iShares North American Natural Resources ETF shares in Q2 2014, an estimated $137K.
  • iShares North American Natural Resources ETF made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #459 holding.
  • Wilmington Trust first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's iShares North American Natural Resources ETF position peaked at $725K in Q1 2014.
  • 150 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.