EWM
GUNR icon

Endurance Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Endurance Wealth Management’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 		– Sell
-1,050
Closed -$38K – 636
2021
Q3 		$38K Hold
1,050
– – ﹤0.01% 380
2021
Q2 		$40K Buy
+1,050
New +$40.6K ﹤0.01% 382

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 $1.53B AUM 21.16% 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

Endurance Wealth Management's GUNR Position: Q4 2021 in Review

Endurance Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2021, closing a stake of 1,050 shares — an estimated $38K sold.

Endurance Wealth Management first reported a position in GUNR in Q2 2021 and held it in 2 quarters. The position peaked at $40K in Q2 2021. 232 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

  • Endurance Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 1,050 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2021, an estimated $38K.
  • Endurance Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2021 and held it in 2 quarters.
  • Endurance Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $40K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2021.

Based on Endurance Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.