LVM Capital Management’s iShares North American Natural Resources ETF IGE Stock Holding History

LVM Capital 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
2016 Q4	–	Sell	-11,104	Closed	-$555K	–	122
2016 Q3	$555K	Buy	+11,104	New	+$374K	0.18%	59
2015 Q1	–	Sell	-9,509	Closed	-$364K	–	112
2014 Q4	$364K	Sell	9,509 -1,720	-15%	-$69.7K	0.12%	74
2014 Q3	$502K	Buy	11,229 +125	+1%	+$6.03K	0.17%	64
2014 Q2	$555K	Buy	11,104 +100	+0.9%	+$4.68K	0.18%	59
2014 Q1	$488K	Sell	11,004 -185	-2%	-$7.93K	0.17%	61
2013 Q4	$485K	Hold	11,189	–	–	0.17%	66
2013 Q3	$464K	Buy	11,189 +125	+1%	+$5.1K	0.17%	65
2013 Q2	$423K	Buy	+11,064	New	+$436K	0.17%	72

Other funds holding IGE

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LVM Capital Management's IGE Position: Q4 2016 in Review

LVM Capital Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2016, closing a stake of 11,104 shares — an estimated $555K sold.

LVM Capital Management first reported a position in IGE in Q2 2013 and held it in 8 quarters. The position peaked at $555K in Q3 2016. 147 funds tracked by Wall St. Rank hold IGE as of Q4 2016.

LVM Capital Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2016 after selling out during the quarter.
LVM Capital Management sold 11,104 iShares North American Natural Resources ETF shares in Q4 2016, an estimated $555K.
LVM Capital Management first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 8 quarters.
LVM Capital Management's iShares North American Natural Resources ETF position peaked at $555K in Q3 2016.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2016.

Based on LVM Capital Management's 13F filing for Q4 2016, filed 9 Jan 2017.