PWAG
GNR icon

Polaris Wealth Advisory Group’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Polaris Wealth Advisory 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
Q3 		– Sell
-230,567
Closed -$12.2M – 73
2014
Q2 		$12.2M Buy
+230,567
New +$12M 2.71% 17

Other funds holding GNR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Polaris Wealth Advisory Group's GNR Position: Q3 2014 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q3 2014, closing a stake of 230,567 shares — an estimated $12.2M sold.

Polaris Wealth Advisory Group first reported a position in GNR in Q2 2014 and held it in 1 quarter. The position peaked at $12.2M in Q2 2014. 43 funds tracked by Wall St. Rank hold GNR as of Q3 2014.

  • Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q3 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 230,567 State Street SPDR S&P Global Natural Resources ETF shares in Q3 2014, an estimated $12.2M.
  • Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's State Street SPDR S&P Global Natural Resources ETF position peaked at $12.2M in Q2 2014.
  • 43 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q3 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2014, filed 30 Oct 2014.