Carmichael Hill & Associates’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Carmichael Hill & Associates’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
2024 Q1	–	Sell	-1	Closed	-$41	–	786
2023 Q4	$41	Hold	1	–	–	﹤0.01%	788
2023 Q3	$41	Hold	1	–	–	﹤0.01%	786
2023 Q2	$41	Hold	1	–	–	﹤0.01%	785
2023 Q1	$43	Hold	1	–	–	﹤0.01%	777
2022 Q4	$43	Hold	1	–	–	﹤0.01%	779
2022 Q3	$0	Hold	1	–	–	﹤0.01%	837
2022 Q2	$0	Hold	1	–	–	﹤0.01%	836
2022 Q1	$0	Hold	1	–	–	﹤0.01%	814
2021 Q4	$0	Hold	1	–	–	﹤0.01%	817
2021 Q3	$0	Hold	1	–	–	﹤0.01%	805
2021 Q2	$0	Sell	1 -45	-98%	-$1.74K	﹤0.01%	784
2021 Q1	$2K	Hold	46	–	–	﹤0.01%	711
2020 Q4	$1K	Hold	46	–	–	﹤0.01%	709
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	683
2020 Q2	$1K	Hold	46	–	–	﹤0.01%	659
2020 Q1	$1K	Hold	46	–	–	﹤0.01%	646
2019 Q4	$2K	Buy	+46	New	+$1.47K	﹤0.01%	631

Other funds holding GUNR

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Carmichael Hill & Associates's GUNR Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2024, closing a stake of 1 share — an estimated $41 sold.

Carmichael Hill & Associates first reported a position in GUNR in Q4 2019 and held it in 17 quarters. The position peaked at $2K in Q1 2021. 281 funds tracked by Wall St. Rank hold GUNR as of Q1 2024.

Carmichael Hill & Associates reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 1 FlexShares Global Upstream Natural Resources Index Fund share in Q1 2024, an estimated $41.
Carmichael Hill & Associates first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2019 and held it in 17 quarters.
Carmichael Hill & Associates's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2K in Q1 2021.
281 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.