RFA
GUNR icon

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

Reilly Financial 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
2021
Q4 		$86K Buy
+2,179
New +$84.2K 0.01% 311

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Reilly Financial Advisors's GUNR Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2021: 2,179 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

231 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

  • Reilly Financial Advisors held 2,179 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $86K as of Q4 2021.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF was a new Reilly Financial Advisors position in Q4 2021.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #311 holding.
  • 231 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.