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Montecito Bank & Trust’s VanEck Gold Miners ETF GDX Stock Holding History

Montecito Bank & Trust’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,949
Closed -$214K – 247
2020
Q4 		$214K Buy
+5,949
New +$222K 0.05% 223
2017
Q1 		– Sell
-1,000
Closed -$21K – 263
2016
Q4 		$21K Buy
+1,000
New +$22.2K 0.01% 329

Other funds holding GDX

Bank of America
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Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Montecito Bank & Trust's GDX Position: Q1 2021 in Review

Montecito Bank & Trust sold out of VanEck Gold Miners ETF (GDX) in Q1 2021, closing a stake of 5,949 shares — an estimated $214K sold.

Montecito Bank & Trust first reported a position in GDX in Q4 2016 and held it in 2 quarters. The position peaked at $214K in Q4 2020. 667 funds tracked by Wall St. Rank hold GDX as of Q1 2021.

  • Montecito Bank & Trust reported no remaining VanEck Gold Miners ETF position as of Q1 2021 after selling out during the quarter.
  • Montecito Bank & Trust sold 5,949 VanEck Gold Miners ETF shares in Q1 2021, an estimated $214K.
  • Montecito Bank & Trust first reported a position in VanEck Gold Miners ETF in Q4 2016 and held it in 2 quarters.
  • Montecito Bank & Trust's VanEck Gold Miners ETF position peaked at $214K in Q4 2020.
  • 667 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2021.

Based on Montecito Bank & Trust's 13F filing for Q1 2021, filed 26 Apr 2021.