Polaris Wealth Advisory Group’s VanEck Gold Miners ETF GDX Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-600	Closed	-$11K	–	262
2018 Q3	$11K	Buy	+600	New	+$12K	﹤0.01%	398
2018 Q2	–	Sell	-600	Closed	-$13K	–	320
2018 Q1	$13K	Buy	+600	New	+$13.5K	﹤0.01%	335
2014 Q2	–	Sell	-300	Closed	-$7K	–	101
2014 Q1	$7K	Buy	+300	New	+$7.37K	﹤0.01%	137

Other funds holding GDX

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EIM

Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Polaris Wealth Advisory Group's GDX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of VanEck Gold Miners ETF (GDX) in Q4 2018, closing a stake of 600 shares — an estimated $11K sold.

Polaris Wealth Advisory Group first reported a position in GDX in Q1 2014 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 416 funds tracked by Wall St. Rank hold GDX as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining VanEck Gold Miners ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 600 VanEck Gold Miners ETF shares in Q4 2018, an estimated $11K.
Polaris Wealth Advisory Group first reported a position in VanEck Gold Miners ETF in Q1 2014 and held it in 3 quarters.
Polaris Wealth Advisory Group's VanEck Gold Miners ETF position peaked at $13K in Q1 2018.
416 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.