Financial Advocates Investment Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-52,818	Closed	-$2.23M	–	730
2023 Q1	$2.23M	Buy	52,818 +65	+0.1%	+$2.83K	0.16%	152
2022 Q4	$2.29M	Sell	52,753 -494	-0.9%	-$20.9K	0.17%	146
2022 Q3	$2M	Buy	+53,247	New	+$2.14M	0.17%	148
2018 Q4	–	Sell	-12,105	Closed	-$410K	–	459
2018 Q3	$410K	Sell	12,105 -727	-6%	-$24.2K	0.05%	318
2018 Q2	$430K	Buy	12,832 +727	+6%	+$24.8K	0.05%	288
2018 Q1	$394K	Buy	+12,105	New	+$406K	0.05%	303

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Financial Advocates Investment Management's GUNR Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2023, closing a stake of 52,818 shares — an estimated $2.23M sold.

Financial Advocates Investment Management first reported a position in GUNR in Q1 2018 and held it in 6 quarters. The position peaked at $2.29M in Q4 2022. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

Financial Advocates Investment Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 52,818 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2023, an estimated $2.23M.
Financial Advocates Investment Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2018 and held it in 6 quarters.
Financial Advocates Investment Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.29M in Q4 2022.
287 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.