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Baker Tilly Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Baker Tilly Wealth Management’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
2021
Q3 		– Sell
-13,273
Closed -$508K – 511
2021
Q2 		$508K Buy
13,273
+1,851
+16% +$71.6K 0.08% 270
2021
Q1 		$413K Buy
11,422
+174
+2% +$6.19K 0.08% 282
2020
Q4 		$366K Buy
+11,248
New +$339K 0.11% 196

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Baker Tilly Wealth Management's GUNR Position: Q3 2021 in Review

Baker Tilly Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2021, closing a stake of 13,273 shares — an estimated $508K sold.

Baker Tilly Wealth Management first reported a position in GUNR in Q4 2020 and held it in 3 quarters. The position peaked at $508K in Q2 2021. 189 funds tracked by Wall St. Rank hold GUNR as of Q3 2021.

  • Baker Tilly Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 13,273 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2021, an estimated $508K.
  • Baker Tilly Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2020 and held it in 3 quarters.
  • Baker Tilly Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $508K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.