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Isthmus Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Isthmus Partners’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
-630
Closed -$20K – 302
2017
Q3 		$20K Buy
+630
New +$19K 0.01% 210

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

Isthmus Partners's GUNR Position: Q4 2017 in Review

Isthmus Partners sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2017, closing a stake of 630 shares — an estimated $20K sold.

Isthmus Partners first reported a position in GUNR in Q3 2017 and held it in 1 quarter. The position peaked at $20K in Q3 2017. 99 funds tracked by Wall St. Rank hold GUNR as of Q4 2017.

  • Isthmus Partners reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2017 after selling out during the quarter.
  • Isthmus Partners sold 630 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2017, an estimated $20K.
  • Isthmus Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2017 and held it in 1 quarter.
  • Isthmus Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $20K in Q3 2017.
  • 99 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2017.

Based on Isthmus Partners's 13F filing for Q4 2017, filed 5 Feb 2018.