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

Mutual 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
2024
Q4 		– Sell
-5,171
Closed -$209K – 1101
2024
Q3 		$209K Buy
+5,171
New +$208K 0.01% 1031

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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Mutual Advisors's GUNR Position: Q4 2024 in Review

Mutual Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2024, closing a stake of 5,171 shares — an estimated $209K sold.

Mutual Advisors first reported a position in GUNR in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

  • Mutual Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Mutual Advisors sold 5,171 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2024, an estimated $209K.
  • Mutual Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2024 and held it in 1 quarter.
  • Mutual Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $209K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.