Transamerica Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-100	Closed	-$3K	–	539
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	643
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	692
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	683
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	722
2015 Q1	$4K	Buy	+100	New	+$3.77K	﹤0.01%	720

Other funds holding IGE

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

TFF

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

Transamerica Financial Advisors's IGE Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q2 2016, closing a stake of 100 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in IGE in Q1 2015 and held it in 5 quarters. The position peaked at $4K in Q2 2015. 131 funds tracked by Wall St. Rank hold IGE as of Q2 2016.

Transamerica Financial Advisors reported no remaining iShares North American Natural Resources ETF position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 100 iShares North American Natural Resources ETF shares in Q2 2016, an estimated $3K.
Transamerica Financial Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's iShares North American Natural Resources ETF position peaked at $4K in Q2 2015.
131 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.