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Acima Private Wealth’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Acima Private Wealth’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
Q4 		– Sell
-1,811
Closed -$56K – 298
2019
Q3 		$56K Buy
+1,811
New +$57.4K 0.04% 185

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $1.53B AUM 21.16% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acima Private Wealth's GUNR Position: Q4 2019 in Review

Acima Private Wealth sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2019, closing a stake of 1,811 shares — an estimated $56K sold.

Acima Private Wealth first reported a position in GUNR in Q3 2019 and held it in 1 quarter. The position peaked at $56K in Q3 2019. 163 funds tracked by Wall St. Rank hold GUNR as of Q4 2019.

  • Acima Private Wealth reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2019 after selling out during the quarter.
  • Acima Private Wealth sold 1,811 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2019, an estimated $56K.
  • Acima Private Wealth first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2019 and held it in 1 quarter.
  • Acima Private Wealth's FlexShares Global Upstream Natural Resources Index Fund position peaked at $56K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2019.

Based on Acima Private Wealth's 13F filing for Q4 2019, filed 24 Jan 2020.