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LGL Partners’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

LGL Partners’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
2022
Q4 		– Sell
-10,001
Closed -$376K – 117
2022
Q3 		$376K Buy
+10,001
New +$402K 0.08% 77

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EW
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ACM
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGL Partners's GUNR Position: Q4 2022 in Review

LGL Partners sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2022, closing a stake of 10,001 shares — an estimated $376K sold.

LGL Partners first reported a position in GUNR in Q3 2022 and held it in 1 quarter. The position peaked at $376K in Q3 2022. 276 funds tracked by Wall St. Rank hold GUNR as of Q4 2022.

  • LGL Partners reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2022 after selling out during the quarter.
  • LGL Partners sold 10,001 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2022, an estimated $376K.
  • LGL Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2022 and held it in 1 quarter.
  • LGL Partners's FlexShares Global Upstream Natural Resources Index Fund position peaked at $376K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.