WFG Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

WFG Advisors’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
2017 Q2	$617K	Buy	27,941 +1,474	+6%	+$33.5K	0.14%	171
2017 Q1	$604K	Buy	26,467 +1,312	+5%	+$30.5K	0.16%	144
2016 Q4	$526K	Sell	25,155 -12,335	-33%	-$274K	0.13%	198
2016 Q3	$991K	Sell	37,490 -15,333	-29%	-$440K	0.25%	97
2016 Q2	$1.46M	Buy	+52,823	New	+$1.27M	0.39%	63
2016 Q1	–	Sell	-76,183	Closed	-$1.04M	–	1575
2015 Q4	$1.04M	Sell	76,183 -5,050	-6%	-$73.3K	0.31%	72
2015 Q3	$1.12M	Buy	81,233 +54,050	+199%	+$780K	0.35%	66
2015 Q2	$483K	Buy	27,183 +1,625	+6%	+$31.6K	0.13%	167
2015 Q1	$466K	Buy	25,558 +4,861	+23%	+$99.2K	0.13%	184
2014 Q4	$380K	Buy	20,697 +15,479	+297%	+$299K	0.08%	287
2014 Q3	$111K	Sell	5,218 -150	-3%	-$3.83K	0.02%	627
2014 Q2	$142K	Sell	5,368 -12,107	-69%	-$290K	0.03%	541
2014 Q1	$412K	Buy	17,475 +10,809	+162%	+$265K	0.08%	276
2013 Q4	$141K	Buy	6,666 +225	+3%	+$5.2K	0.02%	620
2013 Q3	$161K	Buy	6,441 +378	+6%	+$10.1K	0.02%	549
2013 Q2	$148K	Buy	+6,063	New	+$177K	0.02%	540

Other funds holding GDX

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

WFG Advisors's GDX Position: Q2 2017 in Review

WFG Advisors increased its VanEck Gold Miners ETF (GDX) stake by 5.6% in Q2 2017, buying an estimated $33.5K and bringing the position to 27,941 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #171.

WFG Advisors first reported a position in GDX in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.46M in Q2 2016. 374 funds tracked by Wall St. Rank hold GDX as of Q2 2017.

WFG Advisors held 27,941 shares of VanEck Gold Miners ETF worth $617K as of Q2 2017.
WFG Advisors bought 1,474 VanEck Gold Miners ETF shares in Q2 2017, an estimated $33.5K.
VanEck Gold Miners ETF made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #171 holding.
WFG Advisors first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's VanEck Gold Miners ETF position peaked at $1.46M in Q2 2016.
374 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2017.

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