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

IHT 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
2018 Q1	–	Sell	-990	Closed	-$34K	–	1713
2017 Q4	$34K	Hold	990	–	–	0.01%	812
2017 Q3	$31K	Hold	990	–	–	0.01%	646
2017 Q2	$45K	Hold	990	–	–	0.02%	527
2017 Q1	$29K	Buy	+990	New	+$29.5K	0.02%	555

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 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

IHT Wealth Management's GUNR Position: Q1 2018 in Review

IHT Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2018, closing a stake of 990 shares — an estimated $34K sold.

IHT Wealth Management first reported a position in GUNR in Q1 2017 and held it in 4 quarters. The position peaked at $45K in Q2 2017. 115 funds tracked by Wall St. Rank hold GUNR as of Q1 2018.

IHT Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2018 after selling out during the quarter.
IHT Wealth Management sold 990 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2018, an estimated $34K.
IHT Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2017 and held it in 4 quarters.
IHT Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $45K in Q2 2017.
115 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.