Brick & Kyle Associates’s iShares North American Natural Resources ETF IGE Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-900	Closed	-$31K	–	207
2017 Q1	$31K	Hold	900	–	–	0.02%	225
2016 Q4	$32K	Hold	900	–	–	0.03%	220
2016 Q3	$31K	Hold	900	–	–	0.02%	224
2016 Q2	$30K	Hold	900	–	–	0.02%	225
2016 Q1	$27K	Hold	900	–	–	0.02%	222
2015 Q4	$25K	Sell	900 -446	-33%	-$13.9K	0.02%	222
2015 Q3	$39K	Hold	1,346	–	–	0.04%	186
2015 Q2	$49K	Buy	1,346 +146	+12%	+$5.65K	0.04%	177
2015 Q1	$45K	Hold	1,200	–	–	0.04%	183
2014 Q4	$46K	Buy	+1,200	New	+$48.6K	0.04%	181

Other funds holding IGE

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

RBC

Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return

Brick & Kyle Associates's IGE Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares North American Natural Resources ETF (IGE) in Q2 2017, closing a stake of 900 shares — an estimated $31K sold.

Brick & Kyle Associates first reported a position in IGE in Q4 2014 and held it in 10 quarters. The position peaked at $49K in Q2 2015. 129 funds tracked by Wall St. Rank hold IGE as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares North American Natural Resources ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 900 iShares North American Natural Resources ETF shares in Q2 2017, an estimated $31K.
Brick & Kyle Associates first reported a position in iShares North American Natural Resources ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares North American Natural Resources ETF position peaked at $49K in Q2 2015.
129 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.