Veritable’s iShares North American Natural Resources ETF IGE Stock Holding History

Veritable’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
2014 Q1	–	Sell	-900	Closed	-$39K	–	954
2013 Q4	$39K	Buy	+900	New	+$38.4K	﹤0.01%	931

Other funds holding IGE

EFS

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

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

LMIM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

AIP

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Veritable's IGE Position: Q1 2014 in Review

Veritable sold out of iShares North American Natural Resources ETF (IGE) in Q1 2014, closing a stake of 900 shares — an estimated $39K sold.

Veritable first reported a position in IGE in Q4 2013 and held it in 1 quarter. The position peaked at $39K in Q4 2013. 143 funds tracked by Wall St. Rank hold IGE as of Q1 2014.

Veritable reported no remaining iShares North American Natural Resources ETF position as of Q1 2014 after selling out during the quarter.
Veritable sold 900 iShares North American Natural Resources ETF shares in Q1 2014, an estimated $39K.
Veritable first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 1 quarter.
Veritable's iShares North American Natural Resources ETF position peaked at $39K in Q4 2013.
143 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.