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Wealthspire Advisors (New York)’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-500
Closed -$21K – 342
2018
Q4 		$21K Buy
+500
New +$22.8K ﹤0.01% 328

Other funds holding GNR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s GNR Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q1 2019, closing a stake of 500 shares — an estimated $21K sold.

Wealthspire Advisors (New York) first reported a position in GNR in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 122 funds tracked by Wall St. Rank hold GNR as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 500 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2019, an estimated $21K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P Global Natural Resources ETF position peaked at $21K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.