Ken Fisher
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Ken Fisher’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Ken Fisher’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
2023
Q2 		– Sell
-5,096
Closed -$216K – 1179
2023
Q1 		$216K Buy
+5,096
New +$222K ﹤0.01% 977

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Ken Fisher's GUNR Position: Q2 2023 in Review

Ken Fisher sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2023, closing a stake of 5,096 shares — an estimated $216K sold.

Ken Fisher first reported a position in GUNR in Q1 2023 and held it in 1 quarter. The position peaked at $216K in Q1 2023. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

  • Ken Fisher reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2023 after selling out during the quarter.
  • Ken Fisher sold 5,096 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2023, an estimated $216K.
  • Ken Fisher first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2023 and held it in 1 quarter.
  • Ken Fisher's FlexShares Global Upstream Natural Resources Index Fund position peaked at $216K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2023.

Based on Fisher Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.