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

Bartlett & Co’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 -$5K – 588
2021
Q3 		$5K Buy
+133
New +$4.96K ﹤0.01% 760
2016
Q3 		– Sell
-700
Closed -$18K – 706
2016
Q2 		$18K Buy
+700
New +$17.9K ﹤0.01% 554

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Bartlett & Co's GUNR Position: Q4 2021 in Review

Bartlett & Co sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2021, closing a stake of 133 shares — an estimated $5K sold.

Bartlett & Co first reported a position in GUNR in Q2 2016 and held it in 2 quarters. The position peaked at $18K in Q2 2016. 232 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

  • Bartlett & Co reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co sold 133 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2021, an estimated $5K.
  • Bartlett & Co first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2016 and held it in 2 quarters.
  • Bartlett & Co's FlexShares Global Upstream Natural Resources Index Fund position peaked at $18K in Q2 2016.
  • 232 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2021.

Based on Bartlett & Co's 13F filing for Q4 2021, filed 8 Mar 2022.