Bruderman Asset Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Bruderman 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
2017 Q1	–	Sell	-450	Closed	-$16K	–	222
2016 Q4	$16K	Hold	450	–	–	﹤0.01%	288
2016 Q3	$16K	Hold	450	–	–	﹤0.01%	298
2016 Q2	$15K	Hold	450	–	–	﹤0.01%	284
2016 Q1	$13K	Hold	450	–	–	﹤0.01%	301
2015 Q4	$13K	Sell	450 -400	-47%	-$12.4K	﹤0.01%	319
2015 Q3	$25K	Hold	850	–	–	0.01%	261
2015 Q2	$31K	Hold	850	–	–	0.01%	265
2015 Q1	$32K	Buy	+850	New	+$32.1K	0.01%	259

Other funds holding IGE

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

VIA

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

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

TFF

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

RBC

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

Bruderman Asset Management's IGE Position: Q1 2017 in Review

Bruderman Asset Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2017, closing a stake of 450 shares — an estimated $16K sold.

Bruderman Asset Management first reported a position in IGE in Q1 2015 and held it in 8 quarters. The position peaked at $32K in Q1 2015. 134 funds tracked by Wall St. Rank hold IGE as of Q1 2017.

Bruderman Asset Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2017 after selling out during the quarter.
Bruderman Asset Management sold 450 iShares North American Natural Resources ETF shares in Q1 2017, an estimated $16K.
Bruderman Asset Management first reported a position in iShares North American Natural Resources ETF in Q1 2015 and held it in 8 quarters.
Bruderman Asset Management's iShares North American Natural Resources ETF position peaked at $32K in Q1 2015.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.