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Financial Architects (New Jersey)’s Global X Copper Miners ETF NEW COPX Stock Holding History

Financial Architects (New Jersey)’s Portfolio COPX Stock Details COPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-700
Closed -$17K – 1501
2017
Q3 		$17K Buy
+700
New +$17.2K ﹤0.01% 992

Other funds holding COPX

BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Financial Architects (New Jersey)'s COPX Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2017, closing a stake of 700 shares — an estimated $17K sold.

Financial Architects (New Jersey) first reported a position in COPX in Q3 2017 and held it in 1 quarter. The position peaked at $17K in Q3 2017. 18 funds tracked by Wall St. Rank hold COPX as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining Global X Copper Miners ETF NEW position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 700 Global X Copper Miners ETF NEW shares in Q4 2017, an estimated $17K.
  • Financial Architects (New Jersey) first reported a position in Global X Copper Miners ETF NEW in Q3 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Global X Copper Miners ETF NEW position peaked at $17K in Q3 2017.
  • 18 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.