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Wealthspire Advisors (Maryland)’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-258
Closed -$8K – 1088
2019
Q1 		$8K Buy
+258
New +$8.23K ﹤0.01% 1625
2018
Q4 		– Sell
-396
Closed -$13K – 2487
2018
Q3 		$13K Hold
396
– – ﹤0.01% 1436
2018
Q2 		$13K Hold
396
– – ﹤0.01% 1451
2018
Q1 		$13K Hold
396
– – ﹤0.01% 1457
2017
Q4 		$13K Hold
396
– – ﹤0.01% 1480
2017
Q3 		$12K Buy
396
+92
+30% +$2.78K ﹤0.01% 1500
2017
Q2 		$9K Buy
+304
New +$8.84K ﹤0.01% 1570

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GUNR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2019, closing a stake of 258 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in GUNR in Q2 2017 and held it in 7 quarters. The position peaked at $13K in Q3 2018. 145 funds tracked by Wall St. Rank hold GUNR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 258 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $13K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.