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Sugarloaf Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Sugarloaf Wealth Management’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
2020
Q1 		– Sell
-102
Closed -$3K – 710
2019
Q4 		$3K Buy
+102
New +$3.25K ﹤0.01% 600

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sugarloaf Wealth Management's GUNR Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2020, closing a stake of 102 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in GUNR in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 139 funds tracked by Wall St. Rank hold GUNR as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 102 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2020, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $3K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.