Sullivan, Bruyette, Speros & Blaney’s VanEck Gold Miners ETF GDX Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021 Q1	$646K	Sell	19,872 -3,918	-16%	-$133K	0.03%	154
2020 Q4	$857K	Buy	23,790 +4,941	+26%	+$185K	0.04%	120
2020 Q3	$738K	Sell	18,849 -2,856	-13%	-$116K	0.04%	120
2020 Q2	$796K	Sell	21,705 -243	-1%	-$7.99K	0.05%	106
2020 Q1	$506K	Buy	21,948 +1,797	+9%	+$49.2K	0.04%	121
2019 Q4	$590K	Buy	20,151 +2,074	+11%	+$56.7K	0.03%	127
2019 Q3	$483K	Hold	18,077	–	–	0.03%	133
2019 Q2	$462K	Buy	18,077 +7,201	+66%	+$159K	0.03%	136
2019 Q1	$244K	Hold	10,876	–	–	0.01%	185
2018 Q4	$229K	Buy	+10,876	New	+$213K	0.02%	177

Other funds holding GDX

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's GDX Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its VanEck Gold Miners ETF (GDX) stake by 16% in Q1 2021, selling an estimated $133K and leaving 19,872 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #154.

Sullivan, Bruyette, Speros & Blaney first reported a position in GDX in Q4 2018 and has held it in 10 quarters since. The position peaked at $857K in Q4 2020. 667 funds tracked by Wall St. Rank hold GDX as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 19,872 shares of VanEck Gold Miners ETF worth $646K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney sold 3,918 VanEck Gold Miners ETF shares in Q1 2021, an estimated $133K.
VanEck Gold Miners ETF made up 0.03% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #154 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in VanEck Gold Miners ETF in Q4 2018 and has held it in 10 quarters since.
Sullivan, Bruyette, Speros & Blaney's VanEck Gold Miners ETF position peaked at $857K in Q4 2020.
667 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.