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

MCF 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
Q1 		– Sell
-170
Closed -$6K – 486
2017
Q4 		$6K Hold
170
– – ﹤0.01% 362
2017
Q3 		$5K Buy
+170
New +$5.14K ﹤0.01% 391
2017
Q1 		– Sell
-363
Closed -$10K – 464
2016
Q4 		$10K Buy
+363
New +$10.2K ﹤0.01% 315

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
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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 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

MCF Advisors's GUNR Position: Q1 2018 in Review

MCF Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2018, closing a stake of 170 shares — an estimated $6K sold.

MCF Advisors first reported a position in GUNR in Q4 2016 and held it in 3 quarters. The position peaked at $10K in Q4 2016. 115 funds tracked by Wall St. Rank hold GUNR as of Q1 2018.

  • MCF Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2018 after selling out during the quarter.
  • MCF Advisors sold 170 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2018, an estimated $6K.
  • MCF Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2016 and held it in 3 quarters.
  • MCF Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $10K in Q4 2016.
  • 115 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2018.

Based on MCF Advisors's 13F filing for Q1 2018, filed 10 May 2018.