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LifePlan Financial Group’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

LifePlan Financial Group’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
2014
Q2 		– Sell
-280
Closed -$14K – 119
2014
Q1 		$14K Hold
280
– – 0.01% 164
2013
Q4 		$14K Hold
280
– – 0.01% 145
2013
Q3 		$14K Buy
+280
New +$13.3K 0.01% 139

Other funds holding GNR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial Group's GNR Position: Q2 2014 in Review

LifePlan Financial Group sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q2 2014, closing a stake of 280 shares — an estimated $14K sold.

LifePlan Financial Group first reported a position in GNR in Q3 2013 and held it in 3 quarters. The position peaked at $14K in Q1 2014. 47 funds tracked by Wall St. Rank hold GNR as of Q2 2014.

  • LifePlan Financial Group reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 280 State Street SPDR S&P Global Natural Resources ETF shares in Q2 2014, an estimated $14K.
  • LifePlan Financial Group first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2013 and held it in 3 quarters.
  • LifePlan Financial Group's State Street SPDR S&P Global Natural Resources ETF position peaked at $14K in Q1 2014.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.