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

Arden 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 Q4	–	Sell	-4,671	Closed	-$209K	–	338
2014 Q3	$209K	Hold	4,671	–	–	0.03%	325
2014 Q2	$233K	Sell	4,671 -260	-5%	-$12.2K	0.03%	297
2014 Q1	$218K	Hold	4,931	–	–	0.03%	314
2013 Q4	$214K	Sell	4,931 -24	-0.5%	-$1.02K	0.03%	299
2013 Q3	$205K	Buy	+4,955	New	+$202K	0.03%	299

Other funds holding IGE

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

MCM

Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Arden Trust's IGE Position: Q4 2014 in Review

Arden Trust sold out of iShares North American Natural Resources ETF (IGE) in Q4 2014, closing a stake of 4,671 shares — an estimated $209K sold.

Arden Trust first reported a position in IGE in Q3 2013 and held it in 5 quarters. The position peaked at $233K in Q2 2014. 145 funds tracked by Wall St. Rank hold IGE as of Q4 2014.

Arden Trust reported no remaining iShares North American Natural Resources ETF position as of Q4 2014 after selling out during the quarter.
Arden Trust sold 4,671 iShares North American Natural Resources ETF shares in Q4 2014, an estimated $209K.
Arden Trust first reported a position in iShares North American Natural Resources ETF in Q3 2013 and held it in 5 quarters.
Arden Trust's iShares North American Natural Resources ETF position peaked at $233K in Q2 2014.
145 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2014.

Based on Arden Trust's 13F filing for Q4 2014, filed 6 Feb 2015.