Kayne Anderson Rudnick Investment Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Kayne Anderson Rudnick Investment 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	-305	Closed	-$10K	–	636
2019 Q4	$10K	Buy	305 +129	+73%	+$4.11K	﹤0.01%	424
2019 Q3	$6K	Buy	176 +1	+0.6%	+$32	﹤0.01%	417
2019 Q2	$6K	Buy	+175	New	+$5.67K	﹤0.01%	418

Other funds holding GUNR

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $1.51B AUM 24.9% 1-Year Est. Return

MWP

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

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management's GUNR Position: Q1 2020 in Review

Kayne Anderson Rudnick Investment Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2020, closing a stake of 305 shares — an estimated $10K sold.

Kayne Anderson Rudnick Investment Management first reported a position in GUNR in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 139 funds tracked by Wall St. Rank hold GUNR as of Q1 2020.

Kayne Anderson Rudnick Investment Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2020 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 305 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2020, an estimated $10K.
Kayne Anderson Rudnick Investment Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2019 and held it in 3 quarters.
Kayne Anderson Rudnick Investment Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $10K in Q4 2019.
139 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2020.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2020, filed 15 May 2020.