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Curi RMB Capital’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Curi RMB Capital’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
2013
Q4 		– Sell
-13,500
Closed -$455K – 367
2013
Q3 		$455K Buy
+13,500
New +$445K 0.03% 262

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
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Curi RMB Capital's GUNR Position: Q4 2013 in Review

Curi RMB Capital sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2013, closing a stake of 13,500 shares — an estimated $455K sold.

Curi RMB Capital first reported a position in GUNR in Q3 2013 and held it in 1 quarter. The position peaked at $455K in Q3 2013. 33 funds tracked by Wall St. Rank hold GUNR as of Q4 2013.

  • Curi RMB Capital reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2013 after selling out during the quarter.
  • Curi RMB Capital sold 13,500 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2013, an estimated $455K.
  • Curi RMB Capital first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2013 and held it in 1 quarter.
  • Curi RMB Capital's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $455K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2013.

Based on Curi RMB Capital's 13F filing for Q4 2013, filed 10 Feb 2014.