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Bartlett & Co Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-133
Closed -$4.87K – 588
2021
Q3 		$4.87K Buy
+133
New +$4.96K ﹤0.01% 768

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NB
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COI
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Bartlett & Co Wealth Management's GUNR Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2021, closing a stake of 133 shares — an estimated $4.87K sold.

Bartlett & Co Wealth Management first reported a position in GUNR in Q3 2021 and held it in 1 quarter. The position peaked at $4.87K in Q3 2021. 232 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 133 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2021, an estimated $4.87K.
  • Bartlett & Co Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $4.87K in Q3 2021.
  • 232 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.