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

Janiczek 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
2021
Q1 		– Sell
-1,600
Closed -$52K – 872
2020
Q4 		$52K Buy
+1,600
New +$48.2K 0.03% 198
2019
Q1 		– Sell
-55
Closed -$2K – 169
2018
Q4 		$2K Buy
+55
New +$1.73K ﹤0.01% 138

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Janiczek Wealth Management's GUNR Position: Q1 2021 in Review

Janiczek Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2021, closing a stake of 1,600 shares — an estimated $52K sold.

Janiczek Wealth Management first reported a position in GUNR in Q4 2018 and held it in 2 quarters. The position peaked at $52K in Q4 2020. 175 funds tracked by Wall St. Rank hold GUNR as of Q1 2021.

  • Janiczek Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2021 after selling out during the quarter.
  • Janiczek Wealth Management sold 1,600 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2021, an estimated $52K.
  • Janiczek Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2018 and held it in 2 quarters.
  • Janiczek Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $52K in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2021.

Based on Janiczek Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.