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Homrich & Berg’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Homrich & Berg’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
2018
Q4 		– Sell
-8,731
Closed -$295K – 311
2018
Q3 		$295K Buy
+8,731
New +$291K 0.02% 267

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Homrich & Berg's GUNR Position: Q4 2018 in Review

Homrich & Berg sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2018, closing a stake of 8,731 shares — an estimated $295K sold.

Homrich & Berg first reported a position in GUNR in Q3 2018 and held it in 1 quarter. The position peaked at $295K in Q3 2018. 139 funds tracked by Wall St. Rank hold GUNR as of Q4 2018.

  • Homrich & Berg reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2018 after selling out during the quarter.
  • Homrich & Berg sold 8,731 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2018, an estimated $295K.
  • Homrich & Berg first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2018 and held it in 1 quarter.
  • Homrich & Berg's FlexShares Global Upstream Natural Resources Index Fund position peaked at $295K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2018.

Based on Homrich & Berg's 13F filing for Q4 2018, filed 6 Feb 2019.