LWM
GNR icon

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

LBA 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
Q1 		– Sell
-1,804
Closed -$58K – 426
2015
Q4 		$58K Buy
+1,804
New +$62.2K 0.03% 198

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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
EIM
Emerson Investment Management Boston, Massachusetts $528M AUM 1.16% 1-Year Est. Return

LBA Wealth Management's GNR Position: Q1 2016 in Review

LBA Wealth Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q1 2016, closing a stake of 1,804 shares — an estimated $58K sold.

LBA Wealth Management first reported a position in GNR in Q4 2015 and held it in 1 quarter. The position peaked at $58K in Q4 2015. 60 funds tracked by Wall St. Rank hold GNR as of Q1 2016.

  • LBA Wealth Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 1,804 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2016, an estimated $58K.
  • LBA Wealth Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2015 and held it in 1 quarter.
  • LBA Wealth Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $58K in Q4 2015.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.