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Tactical Allocation Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Tactical Allocation 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
2015
Q1 		– Sell
-11,846
Closed -$454K – 21
2014
Q4 		$454K Sell
11,846
-284,899
-96% -$11.5M 0.29% 16
2014
Q3 		$13.3M Buy
296,745
+68,996
+30% +$3.33M 7.19% 9
2014
Q2 		$11.4M Buy
+227,749
New +$10.7M 4.94% 9

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Tactical Allocation Group's IGE Position: Q1 2015 in Review

Tactical Allocation Group sold out of iShares North American Natural Resources ETF (IGE) in Q1 2015, closing a stake of 11,846 shares — an estimated $454K sold.

Tactical Allocation Group first reported a position in IGE in Q2 2014 and held it in 3 quarters. The position peaked at $13.3M in Q3 2014. 141 funds tracked by Wall St. Rank hold IGE as of Q1 2015.

  • Tactical Allocation Group reported no remaining iShares North American Natural Resources ETF position as of Q1 2015 after selling out during the quarter.
  • Tactical Allocation Group sold 11,846 iShares North American Natural Resources ETF shares in Q1 2015, an estimated $454K.
  • Tactical Allocation Group first reported a position in iShares North American Natural Resources ETF in Q2 2014 and held it in 3 quarters.
  • Tactical Allocation Group's iShares North American Natural Resources ETF position peaked at $13.3M in Q3 2014.
  • 141 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2015.

Based on Tactical Allocation Group's 13F filing for Q1 2015, filed 20 Apr 2015.