Stevens First Principles Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Stevens First Principles Investment Advisors’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
2013 Q4	–	Sell	-30	Closed	-$1K	–	217
2013 Q3	$1K	Hold	30	–	–	﹤0.01%	207
2013 Q2	$1K	Buy	+30	New	+$1.18K	﹤0.01%	209

Other funds holding IGE

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Stevens First Principles Investment Advisors's IGE Position: Q4 2013 in Review

Stevens First Principles Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q4 2013, closing a stake of 30 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in IGE in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 143 funds tracked by Wall St. Rank hold IGE as of Q4 2013.

Stevens First Principles Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q4 2013 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 30 iShares North American Natural Resources ETF shares in Q4 2013, an estimated $1K.
Stevens First Principles Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 2 quarters.
Stevens First Principles Investment Advisors's iShares North American Natural Resources ETF position peaked at $1K in Q3 2013.
143 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2013.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2013, filed 7 Feb 2014.