Emerson Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Emerson Investment 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
2014 Q4	–	Sell	-700	Closed	-$31K	–	168
2014 Q3	$31K	Buy	+700	New	+$33.7K	0.01%	180

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

Emerson Investment Management's IGE Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2014, closing a stake of 700 shares — an estimated $31K sold.

Emerson Investment Management first reported a position in IGE in Q3 2014 and held it in 1 quarter. The position peaked at $31K in Q3 2014. 145 funds tracked by Wall St. Rank hold IGE as of Q4 2014.

Emerson Investment Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2014 after selling out during the quarter.
Emerson Investment Management sold 700 iShares North American Natural Resources ETF shares in Q4 2014, an estimated $31K.
Emerson Investment Management first reported a position in iShares North American Natural Resources ETF in Q3 2014 and held it in 1 quarter.
Emerson Investment Management's iShares North American Natural Resources ETF position peaked at $31K in Q3 2014.
145 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.