LWA
GNR icon

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

Lenox Wealth Advisors’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
2018
Q4 		– Sell
-333
Closed -$17K – 379
2018
Q3 		$17K Buy
+333
New +$16.4K ﹤0.01% 217
2018
Q2 		– Sell
-200
Closed -$10K – 587
2018
Q1 		$10K Buy
+200
New +$9.95K ﹤0.01% 363

Other funds holding GNR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lenox Wealth Advisors's GNR Position: Q4 2018 in Review

Lenox Wealth Advisors sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2018, closing a stake of 333 shares — an estimated $17K sold.

Lenox Wealth Advisors first reported a position in GNR in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 119 funds tracked by Wall St. Rank hold GNR as of Q4 2018.

  • Lenox Wealth Advisors reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 333 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2018, an estimated $17K.
  • Lenox Wealth Advisors first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q1 2018 and held it in 2 quarters.
  • Lenox Wealth Advisors's State Street SPDR S&P Global Natural Resources ETF position peaked at $17K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2018.

Based on Lenox Wealth Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.