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Convergent Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Convergent 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
2014
Q1 		– Sell
-80,000
Closed -$1.69M – 28
2013
Q4 		$1.69M Buy
80,000
+47,481
+146% +$1.1M 0.28% 15
2013
Q3 		$814K Sell
32,519
-83,000
-72% -$2.21M 0.16% 22
2013
Q2 		$2.83M Buy
+115,519
New +$3.38M 0.52% 13

Other funds holding GDX

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Convergent Wealth Advisors's GDX Position: Q1 2014 in Review

Convergent Wealth Advisors sold out of VanEck Gold Miners ETF (GDX) in Q1 2014, closing a stake of 80,000 shares — an estimated $1.69M sold.

Convergent Wealth Advisors first reported a position in GDX in Q2 2013 and held it in 3 quarters. The position peaked at $2.83M in Q2 2013. 349 funds tracked by Wall St. Rank hold GDX as of Q1 2014.

  • Convergent Wealth Advisors reported no remaining VanEck Gold Miners ETF position as of Q1 2014 after selling out during the quarter.
  • Convergent Wealth Advisors sold 80,000 VanEck Gold Miners ETF shares in Q1 2014, an estimated $1.69M.
  • Convergent Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q2 2013 and held it in 3 quarters.
  • Convergent Wealth Advisors's VanEck Gold Miners ETF position peaked at $2.83M in Q2 2013.
  • 349 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2014.

Based on Convergent Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.