Hirtle Callaghan & Co’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Hirtle Callaghan & Co’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 Q3	–	Sell	-8,411	Closed	-$231K	–	53
2020 Q2	$231K	Hold	8,411	–	–	0.01%	38
2020 Q1	$189K	Hold	8,411	–	–	0.02%	37
2019 Q4	$282K	Hold	8,411	–	–	0.02%	30
2019 Q3	$263K	Hold	8,411	–	–	0.02%	30
2019 Q2	$278K	Hold	8,411	–	–	0.02%	33
2019 Q1	$275K	Buy	8,411 +1,786	+27%	+$57K	0.02%	30
2018 Q4	$194K	Hold	6,625	–	–	0.02%	83
2018 Q3	$224K	Hold	6,625	–	–	0.02%	83
2018 Q2	$223K	Hold	6,625	–	–	0.02%	86
2018 Q1	$216K	Sell	6,625 -506	-7%	-$17K	0.02%	84
2017 Q4	$237K	Hold	7,131	–	–	0.02%	86
2017 Q3	$222K	Hold	7,131	–	–	0.02%	81
2017 Q2	$204K	Buy	7,131 +2,496	+54%	+$72.6K	0.03%	20
2017 Q1	$137K	Buy	+4,635	New	+$138K	0.02%	31

Other funds holding GUNR

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

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

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return