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Credit Suisse’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Credit Suisse’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
2022
Q4 		– Sell
-2,392
Closed -$90K – 4028
2022
Q3 		$90K Buy
2,392
+1,479
+162% +$59.5K ﹤0.01% 3462
2022
Q2 		$36K Buy
+913
New +$41.3K ﹤0.01% 3659
2015
Q1 		– Sell
-150,000
Closed -$4.59M – 4448
2014
Q4 		$4.59M Buy
+150,000
New +$4.88M ﹤0.01% 1833

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse's GUNR Position: Q4 2022 in Review

Credit Suisse sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2022, closing a stake of 2,392 shares — an estimated $90K sold.

Credit Suisse first reported a position in GUNR in Q4 2014 and held it in 3 quarters. The position peaked at $4.59M in Q4 2014. 276 funds tracked by Wall St. Rank hold GUNR as of Q4 2022.

  • Credit Suisse reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 2,392 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2022, an estimated $90K.
  • Credit Suisse first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2014 and held it in 3 quarters.
  • Credit Suisse's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $4.59M in Q4 2014.
  • 276 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.