CFRPA
GUNR icon

Castle Financial & Retirement Planning Associates’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Castle Financial & Retirement Planning 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
2021
Q4 		$250K Buy
+5,775
New +$223K 0.85% 20

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 $1.51B AUM 24.9% 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

Castle Financial & Retirement Planning Associates's GUNR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2021: 5,775 shares worth $250K. The stake represents 0.85% of the portfolio and ranks #20 among its holdings.

232 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 5,775 shares of FlexShares Global Upstream Natural Resources Index Fund worth $250K as of Q4 2021.
  • FlexShares Global Upstream Natural Resources Index Fund was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.85% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #20 holding.
  • 232 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.