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Burt Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-279
Closed -$7K – 478
2016
Q1 		$7K Hold
279
– – 0.01% 354
2015
Q4 		$6K Sell
279
-450
-62% -$11.1K ﹤0.01% 341
2015
Q3 		$17K Hold
729
– – 0.02% 197
2015
Q2 		$21K Buy
+729
New +$22.8K 0.02% 202

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Burt Wealth Advisors's GUNR Position: Q2 2016 in Review

Burt Wealth Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2016, closing a stake of 279 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in GUNR in Q2 2015 and held it in 4 quarters. The position peaked at $21K in Q2 2015. 58 funds tracked by Wall St. Rank hold GUNR as of Q2 2016.

  • Burt Wealth Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 279 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2016, an estimated $7K.
  • Burt Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2015 and held it in 4 quarters.
  • Burt Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $21K in Q2 2015.
  • 58 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.