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Institute for Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Institute for 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
2020
Q1 		– Sell
-4,295
Closed -$144K – 495
2019
Q4 		$144K Buy
+4,295
New +$137K 0.03% 446

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institute for Wealth Management's GUNR Position: Q1 2020 in Review

Institute for Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2020, closing a stake of 4,295 shares — an estimated $144K sold.

Institute for Wealth Management first reported a position in GUNR in Q4 2019 and held it in 1 quarter. The position peaked at $144K in Q4 2019. 139 funds tracked by Wall St. Rank hold GUNR as of Q1 2020.

  • Institute for Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 4,295 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2020, an estimated $144K.
  • Institute for Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $144K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.