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Advisor Group’s VanEck Natural Resources ETF HAP Stock Holding History

Advisor Group’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8
Closed – – 5359
2019
Q3 		$0 Sell
8
-237
-97% -$8.37K ﹤0.01% 5322
2019
Q2 		$9K Buy
245
+8
+3% +$283 ﹤0.01% 4426
2019
Q1 		$8K Buy
+237
New +$8.27K ﹤0.01% 4472
2017
Q4 		– Sell
-200
Closed -$7K – 5002
2017
Q3 		$7K Hold
200
– – ﹤0.01% 4133
2017
Q2 		$7K Hold
200
– – ﹤0.01% 4086
2017
Q1 		$7K Hold
200
– – ﹤0.01% 3964
2016
Q4 		$6K Hold
200
– – ﹤0.01% 3840
2016
Q3 		$6K Hold
200
– – ﹤0.01% 3814
2016
Q2 		$6K Buy
+200
New +$5.98K ﹤0.01% 3706

Other funds holding HAP

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

Advisor Group's HAP Position: Q4 2019 in Review

Advisor Group sold out of VanEck Natural Resources ETF (HAP) in Q4 2019, closing a stake of 8 shares.

Advisor Group first reported a position in HAP in Q2 2016 and held it in 9 quarters. The position peaked at $9K in Q2 2019. 26 funds tracked by Wall St. Rank hold HAP as of Q4 2019.

  • Advisor Group reported no remaining VanEck Natural Resources ETF position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 8 VanEck Natural Resources ETF shares in Q4 2019.
  • Advisor Group first reported a position in VanEck Natural Resources ETF in Q2 2016 and held it in 9 quarters.
  • Advisor Group's VanEck Natural Resources ETF position peaked at $9K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.