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Kore Private Wealth’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Kore Private Wealth’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
-807
Closed -$22K – 593
2020
Q2 		$22K Hold
807
– – ﹤0.01% 630
2020
Q1 		$18K Buy
+807
New +$23.3K ﹤0.01% 604

Other funds holding GUNR

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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
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
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
MWP
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
VM
VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return

Kore Private Wealth's GUNR Position: Q3 2020 in Review

Kore Private Wealth sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2020, closing a stake of 807 shares — an estimated $22K sold.

Kore Private Wealth first reported a position in GUNR in Q1 2020 and held it in 2 quarters. The position peaked at $22K in Q2 2020. 128 funds tracked by Wall St. Rank hold GUNR as of Q3 2020.

  • Kore Private Wealth reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 807 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2020, an estimated $22K.
  • Kore Private Wealth first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's FlexShares Global Upstream Natural Resources Index Fund position peaked at $22K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.