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

Edge 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
2018
Q2 		$491K Hold
14,500
– – 0.04% 220
2018
Q1 		$472K Buy
+14,500
New +$486K 0.04% 225

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Edge Advisors's GUNR Position: Q2 2018 in Review

Edge Advisors held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2018 at 14,500 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #220.

Edge Advisors first reported a position in GUNR in Q1 2018 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold GUNR as of Q2 2018.

  • Edge Advisors held 14,500 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $491K as of Q2 2018.
  • Edge Advisors left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q2 2018.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.04% of Edge Advisors's portfolio in Q2 2018, its #220 holding.
  • Edge Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2018 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.