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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q4 		– Sell
-34,080
Closed -$1.65M – 81
2013
Q3 		$1.65M Buy
34,080
+20,235
+146% +$958K 0.45% 43
2013
Q2 		$623K Buy
+13,845
New +$672K 1.7% 16

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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's GNR Position: Q4 2013 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2013, closing a stake of 34,080 shares — an estimated $1.65M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in GNR in Q2 2013 and held it in 2 quarters. The position peaked at $1.65M in Q3 2013. 47 funds tracked by Wall St. Rank hold GNR as of Q4 2013.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2013 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 34,080 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2013, an estimated $1.65M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2013 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR S&P Global Natural Resources ETF position peaked at $1.65M in Q3 2013.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2013.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.