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Interactive Financial Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Interactive Financial 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
2018
Q4 		– Sell
-177
Closed -$6K – 112
2018
Q3 		$6K Sell
177
-28
-14% -$933 ﹤0.01% 112
2018
Q2 		$7K Hold
205
– – ﹤0.01% 105
2018
Q1 		$7K Sell
205
-70
-25% -$2.35K ﹤0.01% 101
2017
Q4 		$9K Hold
275
– – ﹤0.01% 105
2017
Q3 		$9K Buy
275
+1
+0.4% +$30 ﹤0.01% 94
2017
Q2 		$8K Buy
274
+2
+0.7% +$58 ﹤0.01% 92
2017
Q1 		$8K Buy
272
+2
+0.7% +$60 ﹤0.01% 96
2016
Q4 		$8K Buy
270
+2
+0.7% +$56 ﹤0.01% 97
2016
Q3 		$7K Buy
268
+9
+3% +$244 ﹤0.01% 93
2016
Q2 		$7K Buy
259
+2
+0.8% +$51 ﹤0.01% 79
2016
Q1 		$6K Buy
257
+12
+5% +$267 ﹤0.01% 75
2015
Q4 		$5K Buy
245
+2
+0.8% +$49 ﹤0.01% 86
2015
Q3 		$6K Sell
243
-78
-24% -$2.06K ﹤0.01% 76
2015
Q2 		$10K Sell
321
-1,100
-77% -$34.5K 0.01% 82
2015
Q1 		$42K Buy
1,421
+40
+3% +$1.23K 0.02% 76
2014
Q4 		$42K Buy
1,381
+5
+0.4% +$163 0.02% 70
2014
Q3 		$47K Buy
1,376
+1,063
+340% +$39.2K 0.03% 60
2014
Q2 		$12K Sell
313
-85
-21% -$3.07K 0.01% 76
2014
Q1 		$14K Buy
398
+13
+3% +$443 0.01% 65
2013
Q4 		$13K Buy
385
+3
+0.8% +$103 0.01% 62
2013
Q3 		$13K Buy
382
+5
+1% +$165 0.01% 60
2013
Q2 		$12K Buy
+377
New +$12.7K 0.01% 52

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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
NB
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
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Interactive Financial Advisors's GUNR Position: Q4 2018 in Review

Interactive Financial Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2018, closing a stake of 177 shares — an estimated $6K sold.

Interactive Financial Advisors first reported a position in GUNR in Q2 2013 and held it in 22 quarters. The position peaked at $47K in Q3 2014. 139 funds tracked by Wall St. Rank hold GUNR as of Q4 2018.

  • Interactive Financial Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
  • Interactive Financial Advisors sold 177 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2018, an estimated $6K.
  • Interactive Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2013 and held it in 22 quarters.
  • Interactive Financial Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $47K in Q3 2014.
  • 139 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2018.

Based on Interactive Financial Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.