EAMA
GUNR icon

EFG Asset Management (Americas)’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

EFG Asset Management (Americas)’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
2018
Q3 		– Sell
-21,269
Closed -$721K – 114
2018
Q2 		$721K Buy
21,269
+2,471
+13% +$84.4K 0.22% 88
2018
Q1 		$612K Buy
18,798
+3,269
+21% +$110K 0.25% 84
2017
Q4 		$517K Buy
15,529
+3,348
+27% +$107K 0.19% 100
2017
Q3 		$379K Buy
12,181
+2,315
+23% +$69.9K 0.14% 107
2017
Q2 		$282K Sell
9,866
-656
-6% -$19.1K 0.11% 120
2017
Q1 		$310K Buy
10,522
+335
+3% +$9.97K 0.12% 101
2016
Q4 		$292K Buy
10,187
+1,935
+23% +$54.1K 0.13% 95
2016
Q3 		$227K Buy
+8,252
New +$224K 0.1% 93
2015
Q2 		– Sell
-949
Closed -$28K – 117
2015
Q1 		$28K Sell
949
-234
-20% -$7.2K 0.02% 117
2014
Q4 		$36K Sell
1,183
-86
-7% -$2.8K 0.02% 153
2014
Q3 		$44K Buy
1,269
+56
+5% +$2.06K 0.04% 75
2014
Q2 		$45K Buy
1,213
+501
+70% +$18.1K 0.04% 79
2014
Q1 		$25K Buy
712
+46
+7% +$1.57K 0.02% 102
2013
Q4 		$22.9K Buy
+666
New +$22.8K 0.02% 98

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

EFG Asset Management (Americas)'s GUNR Position: Q3 2018 in Review

EFG Asset Management (Americas) sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2018, closing a stake of 21,269 shares — an estimated $721K sold.

EFG Asset Management (Americas) first reported a position in GUNR in Q4 2013 and held it in 14 quarters. The position peaked at $721K in Q2 2018. 131 funds tracked by Wall St. Rank hold GUNR as of Q3 2018.

  • EFG Asset Management (Americas) reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2018 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 21,269 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2018, an estimated $721K.
  • EFG Asset Management (Americas) first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2013 and held it in 14 quarters.
  • EFG Asset Management (Americas)'s FlexShares Global Upstream Natural Resources Index Fund position peaked at $721K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2018.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2018, filed 9 Oct 2018.