Stanford Investment Group’s VanEck Natural Resources ETF HAP Stock Holding History

Stanford Investment Group’s Portfolio HAP Stock Details HAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-3,500	Closed	-$117K	–	350
2015 Q2	$117K	Hold	3,500	–	–	0.09%	77
2015 Q1	$116K	Hold	3,500	–	–	0.09%	80
2014 Q4	$119K	Buy	+3,500	New	+$124K	0.1%	82

Other funds holding HAP

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

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

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stanford Investment Group's HAP Position: Q3 2015 in Review

Stanford Investment Group sold out of VanEck Natural Resources ETF (HAP) in Q3 2015, closing a stake of 3,500 shares — an estimated $117K sold.

Stanford Investment Group first reported a position in HAP in Q4 2014 and held it in 3 quarters. The position peaked at $119K in Q4 2014. 16 funds tracked by Wall St. Rank hold HAP as of Q3 2015.

Stanford Investment Group reported no remaining VanEck Natural Resources ETF position as of Q3 2015 after selling out during the quarter.
Stanford Investment Group sold 3,500 VanEck Natural Resources ETF shares in Q3 2015, an estimated $117K.
Stanford Investment Group first reported a position in VanEck Natural Resources ETF in Q4 2014 and held it in 3 quarters.
Stanford Investment Group's VanEck Natural Resources ETF position peaked at $119K in Q4 2014.
16 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q3 2015.

Based on Stanford Investment Group's 13F filing for Q3 2015, filed 18 Nov 2016.