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Colony Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Colony Group’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
2022
Q4 		– Sell
-9,013
Closed -$339K – 856
2022
Q3 		$339K Buy
+9,013
New +$362K 0.01% 640

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Colony Group's GUNR Position: Q4 2022 in Review

Colony Group sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2022, closing a stake of 9,013 shares — an estimated $339K sold.

Colony Group first reported a position in GUNR in Q3 2022 and held it in 1 quarter. The position peaked at $339K in Q3 2022. 276 funds tracked by Wall St. Rank hold GUNR as of Q4 2022.

  • Colony Group reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2022 after selling out during the quarter.
  • Colony Group sold 9,013 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2022, an estimated $339K.
  • Colony Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2022 and held it in 1 quarter.
  • Colony Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $339K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2022.

Based on Colony Group's 13F filing for Q4 2022, filed 14 Feb 2023.