White Lighthouse Investment Management’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

White Lighthouse Investment Management’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
2020 Q1	–	Sell	-9,035	Closed	-$417K	–	113
2019 Q4	$417K	Sell	9,035 -5,785	-39%	-$257K	0.15%	90
2019 Q3	$638K	Sell	14,820 -5	-0%	-$217	0.26%	67
2019 Q2	$680K	Buy	14,825 +1,405	+10%	+$63.6K	0.28%	65
2019 Q1	$620K	Buy	13,420 +3,540	+36%	+$159K	0.28%	66
2018 Q4	$407K	Buy	9,880 +1,000	+11%	+$45.5K	0.22%	77
2018 Q3	$449K	Buy	8,880 +1,010	+13%	+$49.8K	0.23%	73
2018 Q2	$394K	Buy	7,870 +1,160	+17%	+$58.9K	0.22%	78
2018 Q1	$325K	Buy	6,710 +605	+10%	+$30.1K	0.19%	91
2017 Q4	$300K	Buy	+6,105	New	+$287K	0.17%	93

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

White Lighthouse Investment Management's GNR Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q1 2020, closing a stake of 9,035 shares — an estimated $417K sold.

White Lighthouse Investment Management first reported a position in GNR in Q4 2017 and held it in 9 quarters. The position peaked at $680K in Q2 2019. 88 funds tracked by Wall St. Rank hold GNR as of Q1 2020.

White Lighthouse Investment Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 9,035 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2020, an estimated $417K.
White Lighthouse Investment Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2017 and held it in 9 quarters.
White Lighthouse Investment Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $680K in Q2 2019.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.