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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
2014
Q4 		– Sell
-12,000
Closed -$2K – 2130
2014
Q3 		$2K Buy
12,000
+4,000
+50% +$102K ﹤0.01% 1865
2014
Q2 		$2K Hold
8,000
– – ﹤0.01% 1816
2014
Q1 		$4K Buy
+8,000
New +$196K ﹤0.01% 1668

Other funds holding GDX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
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.