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

Transamerica 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
2016
Q2 		– Sell
-1,988
Closed -$49K – 521
2016
Q1 		$49K Buy
+1,988
New +$44.2K ﹤0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Transamerica Financial Advisors's GUNR Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2016, closing a stake of 1,988 shares — an estimated $49K sold.

Transamerica Financial Advisors first reported a position in GUNR in Q1 2016 and held it in 1 quarter. The position peaked at $49K in Q1 2016. 58 funds tracked by Wall St. Rank hold GUNR as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,988 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2016, an estimated $49K.
  • Transamerica Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $49K in Q1 2016.
  • 58 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.