Mark Sheptoff Financial Planning’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Mark Sheptoff Financial Planning’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
2017 Q4	–	Sell	-321	Closed	-$11K	–	377
2017 Q3	$11K	Hold	321	–	–	0.01%	280
2017 Q2	$10K	Sell	321 -1	-0.3%	-$32	0.01%	275
2017 Q1	$11K	Buy	322 +1	+0.3%	+$34	0.01%	275
2016 Q4	$11K	Buy	+321	New	+$10.8K	0.01%	265

Other funds holding NANR

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

AIP

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mark Sheptoff Financial Planning's NANR Position: Q4 2017 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q4 2017, closing a stake of 321 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in NANR in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q3 2017. 19 funds tracked by Wall St. Rank hold NANR as of Q4 2017.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q4 2017 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 321 State Street SPDR S&P North American Natural Resources ETF shares in Q4 2017, an estimated $11K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2016 and held it in 4 quarters.
Mark Sheptoff Financial Planning's State Street SPDR S&P North American Natural Resources ETF position peaked at $11K in Q3 2017.
19 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2017, filed 9 Feb 2018.