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Yellowstone Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Yellowstone Partners’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
2017
Q4 		$926K Buy
27,829
+3,917
+16% +$125K 0.52% 46
2017
Q3 		$745K Buy
+23,912
New +$722K 0.39% 64

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Yellowstone Partners's GUNR Position: Q4 2017 in Review

Yellowstone Partners increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 16% in Q4 2017, buying an estimated $125K and bringing the position to 27,829 shares worth $926K. The position accounts for 0.52% of the portfolio, ranked #46.

Yellowstone Partners first reported a position in GUNR in Q3 2017 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold GUNR as of Q4 2017.

  • Yellowstone Partners held 27,829 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $926K as of Q4 2017.
  • Yellowstone Partners bought 3,917 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2017, an estimated $125K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.52% of Yellowstone Partners's portfolio in Q4 2017, its #46 holding.
  • Yellowstone Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2017 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.