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

Convergent Wealth Advisors’s Portfolio GDXJ Stock Details GDXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-30,925
Closed -$1.26M – 36
2013
Q3 		$1.26M Buy
+30,925
New +$1.33M 0.25% 16

Other funds holding GDXJ

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Convergent Wealth Advisors's GDXJ Position: Q4 2013 in Review

Convergent Wealth Advisors sold out of VanEck Junior Gold Miners ETF (GDXJ) in Q4 2013, closing a stake of 30,925 shares — an estimated $1.26M sold.

Convergent Wealth Advisors first reported a position in GDXJ in Q3 2013 and held it in 1 quarter. The position peaked at $1.26M in Q3 2013. 122 funds tracked by Wall St. Rank hold GDXJ as of Q4 2013.

  • Convergent Wealth Advisors reported no remaining VanEck Junior Gold Miners ETF position as of Q4 2013 after selling out during the quarter.
  • Convergent Wealth Advisors sold 30,925 VanEck Junior Gold Miners ETF shares in Q4 2013, an estimated $1.26M.
  • Convergent Wealth Advisors first reported a position in VanEck Junior Gold Miners ETF in Q3 2013 and held it in 1 quarter.
  • Convergent Wealth Advisors's VanEck Junior Gold Miners ETF position peaked at $1.26M in Q3 2013.
  • 122 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q4 2013.

Based on Convergent Wealth Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.