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Baldwin Wealth Partners’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Baldwin Wealth 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
Q1 		– Sell
-2,139
Closed -$61K – 513
2016
Q4 		$61K Hold
2,139
– – 0.01% 274
2016
Q3 		$59K Buy
+2,139
New +$58K 0.01% 288

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VA
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QI
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COI
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LFA
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NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Baldwin Wealth Partners's GUNR Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2017, closing a stake of 2,139 shares — an estimated $61K sold.

Baldwin Wealth Partners first reported a position in GUNR in Q3 2016 and held it in 2 quarters. The position peaked at $61K in Q4 2016. 88 funds tracked by Wall St. Rank hold GUNR as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,139 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2017, an estimated $61K.
  • Baldwin Wealth Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's FlexShares Global Upstream Natural Resources Index Fund position peaked at $61K in Q4 2016.
  • 88 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.