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

BerganKDV 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
2019 Q3	–	Sell	-293	Closed	-$10K	–	712
2019 Q2	$10K	Sell	293 -141	-32%	-$4.57K	﹤0.01%	517
2019 Q1	$14K	Hold	434	–	–	﹤0.01%	482
2018 Q4	$13K	Hold	434	–	–	﹤0.01%	437
2018 Q3	$15K	Hold	434	–	–	﹤0.01%	440
2018 Q2	$15K	Buy	+434	New	+$14.8K	﹤0.01%	449

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's GUNR Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2019, closing a stake of 293 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in GUNR in Q2 2018 and held it in 5 quarters. The position peaked at $15K in Q3 2018. 147 funds tracked by Wall St. Rank hold GUNR as of Q3 2019.

BerganKDV Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 293 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2019, an estimated $10K.
BerganKDV Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2018 and held it in 5 quarters.
BerganKDV Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $15K in Q3 2018.
147 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.