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Fiduciary Planning’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-43
Closed -$2K – 143
2021
Q1 		$2K Buy
43
+1
+2% +$36 ﹤0.01% 231
2020
Q4 		$1K Hold
42
– – ﹤0.01% 217
2020
Q3 		$1K Buy
+42
New +$1.22K ﹤0.01% 177

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Fiduciary Planning's GUNR Position: Q2 2021 in Review

Fiduciary Planning sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2021, closing a stake of 43 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in GUNR in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 197 funds tracked by Wall St. Rank hold GUNR as of Q2 2021.

  • Fiduciary Planning reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 43 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2021, an estimated $2K.
  • Fiduciary Planning first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $2K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.