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Southland Equity Partners’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Southland Equity Partners’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
2021
Q4 		– Sell
-6,664
Closed -$342K – 176
2021
Q3 		$342K Buy
+6,664
New +$347K 0.16% 99

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HMH
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MFM
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Bank of America
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PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Southland Equity Partners's GNR Position: Q4 2021 in Review

Southland Equity Partners sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2021, closing a stake of 6,664 shares — an estimated $342K sold.

Southland Equity Partners first reported a position in GNR in Q3 2021 and held it in 1 quarter. The position peaked at $342K in Q3 2021. 171 funds tracked by Wall St. Rank hold GNR as of Q4 2021.

  • Southland Equity Partners reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2021 after selling out during the quarter.
  • Southland Equity Partners sold 6,664 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2021, an estimated $342K.
  • Southland Equity Partners first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2021 and held it in 1 quarter.
  • Southland Equity Partners's State Street SPDR S&P Global Natural Resources ETF position peaked at $342K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2021.

Based on Southland Equity Partners's 13F filing for Q4 2021, filed 2 Jan 2024.