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Brown, Lisle/Cummings’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Brown, Lisle/Cummings’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
2025
Q1 		– Sell
-33
Closed -$1.2K – 790
2024
Q4 		$1.2K Hold
33
– – ﹤0.01% 618
2024
Q3 		$1.36K Buy
+33
New +$1.32K ﹤0.01% 587

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VA
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Brown, Lisle/Cummings's GUNR Position: Q1 2025 in Review

Brown, Lisle/Cummings sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2025, closing a stake of 33 shares — an estimated $1.2K sold.

Brown, Lisle/Cummings first reported a position in GUNR in Q3 2024 and held it in 2 quarters. The position peaked at $1.36K in Q3 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Brown, Lisle/Cummings reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 33 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2025, an estimated $1.2K.
  • Brown, Lisle/Cummings first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2024 and held it in 2 quarters.
  • Brown, Lisle/Cummings's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.36K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2025, filed 22 Apr 2025.