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Private Wealth Partners’s Global X Uranium ETF URA Stock Holding History

Private Wealth Partners’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,500
Closed -$449K – 180
2014
Q2 		$449K Buy
15,500
+500
+3% +$15.2K 0.1% 123
2014
Q1 		$516K Buy
+15,000
New +$497K 0.12% 116

Other funds holding URA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spot Trading Chicago, Illinois $5.81B AUM 22.41% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Private Wealth Partners's URA Position: Q3 2014 in Review

Private Wealth Partners sold out of Global X Uranium ETF (URA) in Q3 2014, closing a stake of 15,500 shares — an estimated $449K sold.

Private Wealth Partners first reported a position in URA in Q1 2014 and held it in 2 quarters. The position peaked at $516K in Q1 2014. 41 funds tracked by Wall St. Rank hold URA as of Q3 2014.

  • Private Wealth Partners reported no remaining Global X Uranium ETF position as of Q3 2014 after selling out during the quarter.
  • Private Wealth Partners sold 15,500 Global X Uranium ETF shares in Q3 2014, an estimated $449K.
  • Private Wealth Partners first reported a position in Global X Uranium ETF in Q1 2014 and held it in 2 quarters.
  • Private Wealth Partners's Global X Uranium ETF position peaked at $516K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2014.

Based on Private Wealth Partners's 13F filing for Q3 2014, filed 27 Oct 2014.