Gary Goldberg Planning Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Gary Goldberg Planning Services’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	$33K	Hold	850	–	–	0.01%	260
2014 Q3	$38K	Hold	850	–	–	0.02%	262
2014 Q2	$42K	Hold	850	–	–	0.02%	238
2014 Q1	$38K	Hold	850	–	–	0.02%	234
2013 Q4	$37K	Hold	850	–	–	0.02%	216
2013 Q3	$35K	Hold	850	–	–	0.02%	219
2013 Q2	$33K	Buy	+850	New	+$33.5K	0.02%	217

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

Gary Goldberg Planning Services's IGE Position: Q4 2014 in Review

Gary Goldberg Planning Services held its iShares North American Natural Resources ETF (IGE) position steady in Q4 2014 at 850 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #260.

Gary Goldberg Planning Services first reported a position in IGE in Q2 2013 and has held it in 7 quarters since. The position peaked at $42K in Q2 2014. 145 funds tracked by Wall St. Rank hold IGE as of Q4 2014.

Gary Goldberg Planning Services held 850 shares of iShares North American Natural Resources ETF worth $33K as of Q4 2014.
Gary Goldberg Planning Services left its iShares North American Natural Resources ETF share count unchanged in Q4 2014.
iShares North American Natural Resources ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #260 holding.
Gary Goldberg Planning Services first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's iShares North American Natural Resources ETF position peaked at $42K in Q2 2014.
145 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.