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Cahill Financial Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-1,009
Closed -$37K – 443
2021
Q3 		$37K Buy
+1,009
New +$37.6K 0.01% 373

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Cahill Financial Advisors's GUNR Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2021, closing a stake of 1,009 shares — an estimated $37K sold.

Cahill Financial Advisors first reported a position in GUNR in Q3 2021 and held it in 1 quarter. The position peaked at $37K in Q3 2021. 231 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,009 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2021, an estimated $37K.
  • Cahill Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $37K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.