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CapWealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

CapWealth Advisors’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,479
Closed -$66K – 152
2016
Q3 		$66K Buy
2,479
+143
+6% +$4.1K 0.02% 128
2016
Q2 		$65K Sell
2,336
-700
-23% -$16.8K 0.02% 128
2016
Q1 		$61K Hold
3,036
– – 0.02% 126
2015
Q4 		$42K Sell
3,036
-2,551
-46% -$37K 0.01% 126
2015
Q3 		$77K Sell
5,587
-544
-9% -$7.85K 0.02% 107
2015
Q2 		$109K Sell
6,131
-500
-8% -$9.72K 0.03% 99
2015
Q1 		$121K Buy
+6,631
New +$135K 0.03% 97
2014
Q4 		– Sell
-6,912
Closed -$148K – 163
2014
Q3 		$148K Buy
6,912
+1,100
+19% +$28.1K 0.03% 92
2014
Q2 		$154K Buy
5,812
+3,587
+161% +$86K 0.04% 91
2014
Q1 		$53K Hold
2,225
– – 0.01% 127
2013
Q4 		$47K Sell
2,225
-507
-19% -$11.7K 0.01% 143
2013
Q3 		$68K Hold
2,732
– – 0.02% 130
2013
Q2 		$67K Buy
+2,732
New +$79.8K 0.02% 133

Other funds holding GDX

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return