Bel Air Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Bel Air Investment 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
2013 Q3	$1.48M	Sell	35,597 -3,263	-8%	-$133K	0.21%	48
2013 Q2	$1.49M	Buy	+38,860	New	+$1.53M	0.22%	42

Other funds holding IGE

EFS

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Bel Air Investment Advisors's IGE Position: Q3 2013 in Review

Bel Air Investment Advisors reduced its iShares North American Natural Resources ETF (IGE) stake by 8.4% in Q3 2013, selling an estimated $133K and leaving 35,597 shares worth $1.48M. The position accounts for 0.21% of the portfolio, ranked #48.

Bel Air Investment Advisors first reported a position in IGE in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.49M in Q2 2013. 124 funds tracked by Wall St. Rank hold IGE as of Q3 2013.

Bel Air Investment Advisors held 35,597 shares of iShares North American Natural Resources ETF worth $1.48M as of Q3 2013.
Bel Air Investment Advisors sold 3,263 iShares North American Natural Resources ETF shares in Q3 2013, an estimated $133K.
iShares North American Natural Resources ETF made up 0.21% of Bel Air Investment Advisors's portfolio in Q3 2013, its #48 holding.
Bel Air Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 2 quarters since.
Bel Air Investment Advisors's iShares North American Natural Resources ETF position peaked at $1.49M in Q2 2013.
124 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.