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

Lenox 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
Q1 		– Sell
-184
Closed -$5K – 613
2018
Q4 		$5K Sell
184
-302
-62% -$9.49K ﹤0.01% 289
2018
Q3 		$16K Buy
+486
New +$16.2K ﹤0.01% 222

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
MWP
Moller Wealth Partners $553M AUM 19.85% 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

Lenox Wealth Advisors's GUNR Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2019, closing a stake of 184 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in GUNR in Q3 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 143 funds tracked by Wall St. Rank hold GUNR as of Q1 2019.

  • Lenox Wealth Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 184 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2019, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2018 and held it in 2 quarters.
  • Lenox Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $16K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.