Edelman Financial Services’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Edelman Financial Services’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-19,995,651	Closed	-$686M	–	20
2018 Q3	$686M	Buy	19,995,651 +827,188	+4%	+$28.7M	6.24%	6
2018 Q2	$698M	Sell	19,168,463 -148,404	-0.8%	-$5.3M	6.63%	6
2018 Q1	$649M	Sell	19,316,867 -10,790,380	-36%	-$376M	6.42%	6
2017 Q4	$1.07B	Buy	30,107,247 +535,566	+2%	+$18.2M	10.86%	3
2017 Q3	$997M	Buy	29,571,681 +771,564	+3%	+$25M	10.71%	3
2017 Q2	$893M	Buy	28,800,117 +2,603,059	+10%	+$83.8M	10.12%	3
2017 Q1	$873M	Buy	26,197,058 +1,652,484	+7%	+$56.2M	10.29%	3
2016 Q4	$822M	Buy	24,544,574 +540,996	+2%	+$18.3M	10.33%	3
2016 Q3	$820M	Sell	24,003,578 -166,919	-0.7%	-$5.75M	10.74%	3
2016 Q2	$824M	Sell	24,170,497 -973,755	-4%	-$31.5M	11.22%	3
2016 Q1	$733M	Sell	25,144,252 -2,307,604	-8%	-$59.9M	10.59%	3
2015 Q4	$690M	Buy	+27,451,856	New	+$694M	10.4%	3

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Edelman Financial Services's NANR Position: Q4 2018 in Review

Edelman Financial Services sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q4 2018, closing a stake of 19,995,651 shares — an estimated $686M sold.

Edelman Financial Services first reported a position in NANR in Q4 2015 and held it in 12 quarters. The position peaked at $1.07B in Q4 2017. 22 funds tracked by Wall St. Rank hold NANR as of Q4 2018.

Edelman Financial Services reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
Edelman Financial Services sold 19,995,651 State Street SPDR S&P North American Natural Resources ETF shares in Q4 2018, an estimated $686M.
Edelman Financial Services first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2015 and held it in 12 quarters.
Edelman Financial Services's State Street SPDR S&P North American Natural Resources ETF position peaked at $1.07B in Q4 2017.
22 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.