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Money Concepts Capital’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-48
Closed -$2.09K – 1514
2022
Q4 		$2.09K Buy
+48
New +$2.04K ﹤0.01% 2664
2022
Q2 		– Sell
-488
Closed -$23K – 1942
2022
Q1 		$23K Buy
+488
New +$21.2K ﹤0.01% 1556

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Money Concepts Capital's GUNR Position: Q1 2023 in Review

Money Concepts Capital sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2023, closing a stake of 48 shares — an estimated $2.09K sold.

Money Concepts Capital first reported a position in GUNR in Q1 2022 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 292 funds tracked by Wall St. Rank hold GUNR as of Q1 2023.

  • Money Concepts Capital reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 48 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2023, an estimated $2.09K.
  • Money Concepts Capital first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $23K in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.