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EPG Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-311
Closed -$7K – 389
2020
Q1 		$7K Sell
311
-529
-63% -$15.3K 0.01% 535
2019
Q4 		$28K Buy
+840
New +$26.7K 0.02% 297

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
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
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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
VM
VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

EPG Wealth Management's GUNR Position: Q2 2020 in Review

EPG Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2020, closing a stake of 311 shares — an estimated $7K sold.

EPG Wealth Management first reported a position in GUNR in Q4 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 133 funds tracked by Wall St. Rank hold GUNR as of Q2 2020.

  • EPG Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 311 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2020, an estimated $7K.
  • EPG Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $28K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.