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

Concert Wealth Management’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
2016
Q4 		– Sell
-1,008
Closed -$40K – 652
2016
Q3 		$40K Buy
+1,008
New +$38.8K ﹤0.01% 841

Other funds holding GNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concert Wealth Management's GNR Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2016, closing a stake of 1,008 shares — an estimated $40K sold.

Concert Wealth Management first reported a position in GNR in Q3 2016 and held it in 1 quarter. The position peaked at $40K in Q3 2016. 74 funds tracked by Wall St. Rank hold GNR as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,008 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2016, an estimated $40K.
  • Concert Wealth Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $40K in Q3 2016.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.