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FineMark National Bank & Trust’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-7,768
Closed -$260K – 359
2019
Q4 		$260K Buy
7,768
+914
+13% +$29.1K 0.01% 329
2019
Q3 		$214K Buy
+6,854
New +$217K 0.01% 347
2019
Q2 		– Sell
-7,573
Closed -$248K – 367
2019
Q1 		$248K Buy
+7,573
New +$242K 0.01% 299
2017
Q1 		– Sell
-3,409
Closed -$98K – 625
2016
Q4 		$98K Buy
3,409
+2,269
+199% +$63.5K 0.01% 471
2016
Q3 		$31K Buy
+1,140
New +$30.9K ﹤0.01% 711
2015
Q4 		– Sell
-2,325
Closed -$55K – 1407
2015
Q3 		$55K Sell
2,325
-1,909
-45% -$50.3K 0.01% 598
2015
Q2 		$126K Sell
4,234
-7,723
-65% -$242K 0.02% 427
2015
Q1 		$357K Buy
11,957
+11,147
+1,376% +$343K 0.05% 259
2014
Q4 		$25K Hold
810
– – ﹤0.01% 853
2014
Q3 		$28K Buy
+810
New +$29.9K ﹤0.01% 792
2014
Q2 		– Sell
-3,825
Closed -$134K – 1416
2014
Q1 		$134K Buy
+3,825
New +$130K 0.03% 387
2013
Q3 		– Sell
-4,770
Closed -$150K – 1561
2013
Q2 		$150K Buy
+4,770
New +$161K 0.05% 319

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
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FineMark National Bank & Trust's GUNR Position: Q1 2020 in Review

FineMark National Bank & Trust sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2020, closing a stake of 7,768 shares — an estimated $260K sold.

FineMark National Bank & Trust first reported a position in GUNR in Q2 2013 and held it in 12 quarters. The position peaked at $357K in Q1 2015. 139 funds tracked by Wall St. Rank hold GUNR as of Q1 2020.

  • FineMark National Bank & Trust reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2020 after selling out during the quarter.
  • FineMark National Bank & Trust sold 7,768 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2020, an estimated $260K.
  • FineMark National Bank & Trust first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2013 and held it in 12 quarters.
  • FineMark National Bank & Trust's FlexShares Global Upstream Natural Resources Index Fund position peaked at $357K in Q1 2015.
  • 139 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2020.

Based on FineMark National Bank & Trust's 13F filing for Q1 2020, filed 6 May 2020.