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BSW Wealth Partners’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

BSW Wealth Partners’s Portfolio GNR Stock Details GNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,044
Closed -$227K – 50
2013
Q2 		$227K Buy
+5,044
New +$245K 0.2% 42

Other funds holding GNR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BSW Wealth Partners's GNR Position: Q3 2013 in Review

BSW Wealth Partners sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q3 2013, closing a stake of 5,044 shares — an estimated $227K sold.

BSW Wealth Partners first reported a position in GNR in Q2 2013 and held it in 1 quarter. The position peaked at $227K in Q2 2013. 38 funds tracked by Wall St. Rank hold GNR as of Q3 2013.

  • BSW Wealth Partners reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q3 2013 after selling out during the quarter.
  • BSW Wealth Partners sold 5,044 State Street SPDR S&P Global Natural Resources ETF shares in Q3 2013, an estimated $227K.
  • BSW Wealth Partners first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2013 and held it in 1 quarter.
  • BSW Wealth Partners's State Street SPDR S&P Global Natural Resources ETF position peaked at $227K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q3 2013.

Based on BSW Wealth Partners's 13F filing for Q3 2013, filed 13 Nov 2013.