National Planning Corporation’s iShares North American Natural Resources ETF IGE Stock Holding History

National Planning Corporation’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	-5,597	Closed	-$200K	–	716
2016 Q4	$200K	Buy	+5,597	New	+$195K	0.02%	628
2015 Q4	–	Sell	-6,865	Closed	-$228K	–	742
2015 Q3	$228K	Sell	6,865 -490	-7%	-$15.8K	0.02%	521
2015 Q2	$244K	Sell	7,355 -204	-3%	-$7.89K	0.02%	521
2015 Q1	$301K	Sell	7,559 -761	-9%	-$28.7K	0.03%	489
2014 Q4	$304K	Sell	8,320 -799	-9%	-$32.4K	0.02%	539
2014 Q3	$397K	Buy	9,119 +1	+0%	+$48	0.03%	473
2014 Q2	$455K	Sell	9,118 -567	-6%	-$26.6K	0.04%	429
2014 Q1	$434K	Buy	9,685 +2,014	+26%	+$86.3K	0.04%	419
2013 Q4	$331K	Buy	+7,671	New	+$327K	0.03%	491

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

National Planning Corporation's IGE Position: Q1 2017 in Review

National Planning Corporation sold out of iShares North American Natural Resources ETF (IGE) in Q1 2017, closing a stake of 5,597 shares — an estimated $200K sold.

National Planning Corporation first reported a position in IGE in Q4 2013 and held it in 9 quarters. The position peaked at $455K in Q2 2014. 134 funds tracked by Wall St. Rank hold IGE as of Q1 2017.

National Planning Corporation reported no remaining iShares North American Natural Resources ETF position as of Q1 2017 after selling out during the quarter.
National Planning Corporation sold 5,597 iShares North American Natural Resources ETF shares in Q1 2017, an estimated $200K.
National Planning Corporation first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 9 quarters.
National Planning Corporation's iShares North American Natural Resources ETF position peaked at $455K in Q2 2014.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2017.

Based on National Planning Corporation's 13F filing for Q1 2017, filed 15 May 2017.