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

Guidant Wealth 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
2019
Q3 		$96K Hold
3,069
– – 0.04% 144
2019
Q2 		$101K Buy
3,069
+27
+0.9% +$874 0.04% 146
2019
Q1 		$100K Buy
+3,042
New +$97K 0.04% 143
2017
Q4 		– Sell
-1,230
Closed -$38K – 196
2017
Q3 		$38K Hold
1,230
– – 0.03% 83
2017
Q2 		$35K Buy
+1,230
New +$35.8K 0.02% 126

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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guidant Wealth Advisors's GUNR Position: Q3 2019 in Review

Guidant Wealth Advisors held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q3 2019 at 3,069 shares worth $96K. The position accounts for 0.04% of the portfolio, ranked #144.

Guidant Wealth Advisors first reported a position in GUNR in Q2 2017 and has held it in 5 quarters since. The position peaked at $101K in Q2 2019. 147 funds tracked by Wall St. Rank hold GUNR as of Q3 2019.

  • Guidant Wealth Advisors held 3,069 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $96K as of Q3 2019.
  • Guidant Wealth Advisors left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q3 2019.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #144 holding.
  • Guidant Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2017 and has held it in 5 quarters since.
  • Guidant Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $101K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.