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Flagship Private Wealth’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-72
Closed -$2.74K – 151
2021
Q2 		$2.74K Hold
72
– – ﹤0.01% 304
2021
Q1 		$2.66K Buy
+72
New +$2.56K ﹤0.01% 274

Other funds holding GUNR

Northern Trust
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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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Flagship Private Wealth's GUNR Position: Q3 2021 in Review

Flagship Private Wealth sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2021, closing a stake of 72 shares — an estimated $2.74K sold.

Flagship Private Wealth first reported a position in GUNR in Q1 2021 and held it in 2 quarters. The position peaked at $2.74K in Q2 2021. 189 funds tracked by Wall St. Rank hold GUNR as of Q3 2021.

  • Flagship Private Wealth reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 72 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2021, an estimated $2.74K.
  • Flagship Private Wealth first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2021 and held it in 2 quarters.
  • Flagship Private Wealth's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.74K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.