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WFG Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

WFG Advisors’s Portfolio COPX Stock Details COPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$49K Hold
2,326
– – 0.01% 703
2017
Q1 		$52K Sell
2,326
-994
-30% -$23.3K 0.01% 649
2016
Q4 		$66K Sell
3,320
-2,990
-47% -$57.8K 0.02% 651
2016
Q3 		$106K Sell
6,310
-1,350
-18% -$22.4K 0.03% 501
2016
Q2 		$118K Buy
7,660
+80
+1% +$1.2K 0.03% 462
2016
Q1 		$107K Buy
+7,580
New +$89.5K 0.03% 459

Other funds holding COPX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

WFG Advisors's COPX Position: Q2 2017 in Review

WFG Advisors held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2017 at 2,326 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #703.

WFG Advisors first reported a position in COPX in Q1 2016 and has held it in 6 quarters since. The position peaked at $118K in Q2 2016. 21 funds tracked by Wall St. Rank hold COPX as of Q2 2017.

  • WFG Advisors held 2,326 shares of Global X Copper Miners ETF NEW worth $49K as of Q2 2017.
  • WFG Advisors left its Global X Copper Miners ETF NEW share count unchanged in Q2 2017.
  • Global X Copper Miners ETF NEW made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #703 holding.
  • WFG Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2016 and has held it in 6 quarters since.
  • WFG Advisors's Global X Copper Miners ETF NEW position peaked at $118K in Q2 2016.
  • 21 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.