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BDO Wealth Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

BDO Wealth Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-443
Closed -$10K – 723
2020
Q1 		$10K Buy
+443
New +$12.8K ﹤0.01% 542

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
VM
VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

BDO Wealth Advisors's GUNR Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2020, closing a stake of 443 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in GUNR in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 133 funds tracked by Wall St. Rank hold GUNR as of Q2 2020.

  • BDO Wealth Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 443 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2020, an estimated $10K.
  • BDO Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $10K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.