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

Evercore 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
2017 Q4	–	Sell	-378	Closed	-$12K	–	916
2017 Q3	$12K	Hold	378	–	–	﹤0.01%	772
2017 Q2	$11K	Sell	378 -850	-69%	-$24.7K	﹤0.01%	806
2017 Q1	$36K	Hold	1,228	–	–	﹤0.01%	652
2016 Q4	$35K	Hold	1,228	–	–	﹤0.01%	661
2016 Q3	$34K	Hold	1,228	–	–	﹤0.01%	678
2016 Q2	$32K	Buy	+1,228	New	+$31.4K	﹤0.01%	671

Other funds holding GUNR

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return