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Fiduciary Planning’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-43
Closed -$2K – 143
2021
Q1 		$2K Buy
43
+1
+2% +$36 ﹤0.01% 231
2020
Q4 		$1K Hold
42
– – ﹤0.01% 217
2020
Q3 		$1K Buy
+42
New +$1.22K ﹤0.01% 177

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Fiduciary Planning's GUNR Position: Q2 2021 in Review

Fiduciary Planning sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2021, closing a stake of 43 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in GUNR in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 197 funds tracked by Wall St. Rank hold GUNR as of Q2 2021.

  • Fiduciary Planning reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 43 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2021, an estimated $2K.
  • Fiduciary Planning first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.