Stanford Investment Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Stanford Investment Group’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	-29,280	Closed	-$1.05M	–	136
2016 Q4	$1.05M	Sell	29,280 -11,209	-28%	-$391K	0.51%	20
2016 Q3	$1.4M	Sell	40,489 -1,903	-4%	-$64K	0.66%	18
2016 Q2	$1.41M	Buy	42,392 +1,471	+4%	+$47K	0.72%	16
2016 Q1	$1.22M	Sell	40,921 -856	-2%	-$23.3K	0.68%	16
2015 Q4	$1.18M	Sell	41,777 -34,074	-45%	-$1.06M	0.64%	17
2015 Q3	$2.2M	Sell	75,851 -16,752	-18%	-$539K	1.62%	12
2015 Q2	$3.36M	Buy	92,603 +1,700	+2%	+$65.8K	2.52%	9
2015 Q1	$3.41M	Sell	90,903 -2,509	-3%	-$94.6K	2.72%	8
2014 Q4	$3.58M	Buy	+93,412	New	+$3.78M	3%	7

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

TFF

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

RBC

Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

Stanford Investment Group's IGE Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares North American Natural Resources ETF (IGE) in Q1 2017, closing a stake of 29,280 shares — an estimated $1.05M sold.

Stanford Investment Group first reported a position in IGE in Q4 2014 and held it in 9 quarters. The position peaked at $3.58M in Q4 2014. 134 funds tracked by Wall St. Rank hold IGE as of Q1 2017.

Stanford Investment Group reported no remaining iShares North American Natural Resources ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 29,280 iShares North American Natural Resources ETF shares in Q1 2017, an estimated $1.05M.
Stanford Investment Group first reported a position in iShares North American Natural Resources ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares North American Natural Resources ETF position peaked at $3.58M in Q4 2014.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.