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Engrave Wealth Partners’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-37
Closed -$1K – 213
2020
Q2 		$1K Hold
37
– – ﹤0.01% 424
2020
Q1 		$0 Hold
37
– – ﹤0.01% 442
2019
Q4 		$1K Buy
+37
New +$1.18K ﹤0.01% 416

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Engrave Wealth Partners's GUNR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2020, closing a stake of 37 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in GUNR in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 128 funds tracked by Wall St. Rank hold GUNR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 37 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.