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Acorn Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-445
Closed -$15K – 254
2018
Q2 		$15K Hold
445
– – 0.01% 438
2018
Q1 		$15K Hold
445
– – 0.01% 434
2017
Q4 		$15K Buy
+445
New +$14.2K 0.01% 422

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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Acorn Wealth Advisors's GUNR Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2018, closing a stake of 445 shares — an estimated $15K sold.

Acorn Wealth Advisors first reported a position in GUNR in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 131 funds tracked by Wall St. Rank hold GUNR as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 445 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2018, an estimated $15K.
  • Acorn Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $15K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.