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Engrave Wealth Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-37
Closed -$1K – 213
2020
Q2 		$1K Hold
37
– – ﹤0.01% 424
2020
Q1 		$0 Hold
37
– – ﹤0.01% 442
2019
Q4 		$1K Buy
+37
New +$1.18K ﹤0.01% 416

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
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
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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VM
VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return

Engrave Wealth Partners's GUNR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2020, closing a stake of 37 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in GUNR in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 128 funds tracked by Wall St. Rank hold GUNR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 37 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.