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

Evercore 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
2017
Q4 		– Sell
-378
Closed -$12K – 916
2017
Q3 		$12K Hold
378
– – ﹤0.01% 772
2017
Q2 		$11K Sell
378
-850
-69% -$24.7K ﹤0.01% 806
2017
Q1 		$36K Hold
1,228
– – ﹤0.01% 652
2016
Q4 		$35K Hold
1,228
– – ﹤0.01% 661
2016
Q3 		$34K Hold
1,228
– – ﹤0.01% 678
2016
Q2 		$32K Buy
+1,228
New +$31.4K ﹤0.01% 671

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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 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

Evercore Wealth Management's GUNR Position: Q4 2017 in Review

Evercore Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2017, closing a stake of 378 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in GUNR in Q2 2016 and held it in 6 quarters. The position peaked at $36K in Q1 2017. 99 funds tracked by Wall St. Rank hold GUNR as of Q4 2017.

  • Evercore Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 378 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2017, an estimated $12K.
  • Evercore Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2016 and held it in 6 quarters.
  • Evercore Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $36K in Q1 2017.
  • 99 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.