Guidant Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$96K	Hold	3,069	–	–	0.04%	144
2019 Q2	$101K	Buy	3,069 +27	+0.9%	+$874	0.04%	146
2019 Q1	$100K	Buy	+3,042	New	+$97K	0.04%	143
2017 Q4	–	Sell	-1,230	Closed	-$38K	–	196
2017 Q3	$38K	Hold	1,230	–	–	0.03%	83
2017 Q2	$35K	Buy	+1,230	New	+$35.8K	0.02%	126

Other funds holding GUNR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

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

Guidant Wealth Advisors's GUNR Position: Q3 2019 in Review

Guidant Wealth Advisors held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q3 2019 at 3,069 shares worth $96K. The position accounts for 0.04% of the portfolio, ranked #144.

Guidant Wealth Advisors first reported a position in GUNR in Q2 2017 and has held it in 5 quarters since. The position peaked at $101K in Q2 2019. 147 funds tracked by Wall St. Rank hold GUNR as of Q3 2019.

Guidant Wealth Advisors held 3,069 shares of FlexShares Global Upstream Natural Resources Index Fund worth $96K as of Q3 2019.
Guidant Wealth Advisors left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q3 2019.
FlexShares Global Upstream Natural Resources Index Fund made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #144 holding.
Guidant Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2017 and has held it in 5 quarters since.
Guidant Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $101K in Q2 2019.
147 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.