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

WFG 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
2015 Q1	–	Sell	-48	Closed	-$2K	–	1911
2014 Q4	$2K	Sell	48 -450	-90%	-$18.2K	﹤0.01%	1845
2014 Q3	$22K	Hold	498	–	–	﹤0.01%	1241
2014 Q2	$25K	Hold	498	–	–	﹤0.01%	1182
2014 Q1	$22K	Sell	498 -674	-58%	-$28.9K	﹤0.01%	1213
2013 Q4	$51K	Buy	1,172 +74	+7%	+$3.16K	0.01%	997
2013 Q3	$46K	Hold	1,098	–	–	0.01%	961
2013 Q2	$42K	Buy	+1,098	New	+$43.3K	0.01%	950

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 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

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

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

WFG Advisors's IGE Position: Q1 2015 in Review

WFG Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2015, closing a stake of 48 shares — an estimated $2K sold.

WFG Advisors first reported a position in IGE in Q2 2013 and held it in 7 quarters. The position peaked at $51K in Q4 2013. 141 funds tracked by Wall St. Rank hold IGE as of Q1 2015.

WFG Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 48 iShares North American Natural Resources ETF shares in Q1 2015, an estimated $2K.
WFG Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 7 quarters.
WFG Advisors's iShares North American Natural Resources ETF position peaked at $51K in Q4 2013.
141 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.