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

Gilliland Jeter 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
2024
Q4 		– Sell
-419
Closed -$17.3K – 369
2024
Q3 		$17.3K Hold
419
– – 0.01% 408
2024
Q2 		$16.8K Hold
419
– – 0.01% 398
2024
Q1 		$17.2K Buy
+419
New +$16.4K 0.01% 387

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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Gilliland Jeter Wealth Management's GUNR Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2024, closing a stake of 419 shares — an estimated $17.3K sold.

Gilliland Jeter Wealth Management first reported a position in GUNR in Q1 2024 and held it in 3 quarters. The position peaked at $17.3K in Q3 2024. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 419 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2024, an estimated $17.3K.
  • Gilliland Jeter Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $17.3K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.