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CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2015
Q4 		– Sell
-15,599
Closed -$214K – 115
2015
Q3 		$214K Buy
+15,599
New +$225K 0.04% 107

Other funds holding GDX

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's GDX Position: Q4 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of VanEck Gold Miners ETF (GDX) in Q4 2015, closing a stake of 15,599 shares — an estimated $214K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in GDX in Q3 2015 and held it in 1 quarter. The position peaked at $214K in Q3 2015. 300 funds tracked by Wall St. Rank hold GDX as of Q4 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining VanEck Gold Miners ETF position as of Q4 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 15,599 VanEck Gold Miners ETF shares in Q4 2015, an estimated $214K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q3 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's VanEck Gold Miners ETF position peaked at $214K in Q3 2015.
  • 300 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.