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WFG Advisors’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

WFG Advisors’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
2017
Q2 		$454K Buy
10,928
+1,396
+15% +$58.7K 0.1% 211
2017
Q1 		$405K Sell
9,532
-895
-9% -$38.3K 0.11% 203
2016
Q4 		$428K Buy
10,427
+65
+0.6% +$2.61K 0.1% 223
2016
Q3 		$405K Buy
10,362
+1,209
+13% +$46.6K 0.1% 209
2016
Q2 		$340K Buy
9,153
+373
+4% +$13.7K 0.09% 219
2016
Q1 		$307K Buy
8,780
+262
+3% +$8.31K 0.09% 228
2015
Q4 		$273K Buy
8,518
+91
+1% +$3.14K 0.08% 235
2015
Q3 		$274K Buy
8,427
+141
+2% +$5.26K 0.09% 226
2015
Q2 		$348K Buy
8,286
+445
+6% +$20K 0.1% 226
2015
Q1 		$337K Buy
7,841
+5,093
+185% +$224K 0.09% 235
2014
Q4 		$121K Buy
2,748
+365
+15% +$16.8K 0.02% 580
2014
Q3 		$116K Buy
2,383
+688
+41% +$35.8K 0.02% 609
2014
Q2 		$90K Buy
+1,695
New +$87.9K 0.02% 694

Other funds holding GNR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's GNR Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR S&P Global Natural Resources ETF (GNR) stake by 15% in Q2 2017, buying an estimated $58.7K and bringing the position to 10,928 shares worth $454K. The position accounts for 0.1% of the portfolio, ranked #211.

WFG Advisors first reported a position in GNR in Q2 2014 and has held it in 13 quarters since. 79 funds tracked by Wall St. Rank hold GNR as of Q2 2017.

  • WFG Advisors held 10,928 shares of State Street SPDR S&P Global Natural Resources ETF worth $454K as of Q2 2017.
  • WFG Advisors bought 1,396 State Street SPDR S&P Global Natural Resources ETF shares in Q2 2017, an estimated $58.7K.
  • State Street SPDR S&P Global Natural Resources ETF made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #211 holding.
  • WFG Advisors first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2014 and has held it in 13 quarters since.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q2 2017.

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