LFS
GUNR icon

Lutz Financial Services’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Lutz Financial Services’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
-7,142
Closed -$209K – 63
2018
Q4 		$209K Hold
7,142
– – 0.05% 63
2018
Q3 		$242K Buy
+7,142
New +$238K 0.05% 50

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

Lutz Financial Services's GUNR Position: Q1 2019 in Review

Lutz Financial Services sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2019, closing a stake of 7,142 shares — an estimated $209K sold.

Lutz Financial Services first reported a position in GUNR in Q3 2018 and held it in 2 quarters. The position peaked at $242K in Q3 2018. 143 funds tracked by Wall St. Rank hold GUNR as of Q1 2019.

  • Lutz Financial Services reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2019 after selling out during the quarter.
  • Lutz Financial Services sold 7,142 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2019, an estimated $209K.
  • Lutz Financial Services first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2018 and held it in 2 quarters.
  • Lutz Financial Services's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $242K 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 Lutz Financial Services's 13F filing for Q1 2019, filed 6 May 2019.