Loring Wolcott & Coolidge Fiduciary Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024 Q3	–	Sell	-4,429	Closed	-$183K	–	582
2024 Q2	$183K	Sell	4,429 -360	-8%	-$15K	﹤0.01%	285
2024 Q1	$199K	Buy	4,789 +360	+8%	+$14.1K	﹤0.01%	275
2023 Q4	$170K	Hold	4,429	–	–	﹤0.01%	291
2023 Q3	$176K	Buy	+4,429	New	+$182K	﹤0.01%	299
2019 Q3	–	Sell	-19	Closed	–	–	696
2019 Q2	$0	Hold	19	–	–	﹤0.01%	727
2019 Q1	$0	Buy	+19	New	+$606	﹤0.01%	723

Other funds holding GUNR

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

COI

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

Loring Wolcott & Coolidge Fiduciary Advisors's GUNR Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2024, closing a stake of 4,429 shares — an estimated $183K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GUNR in Q1 2019 and held it in 6 quarters. The position peaked at $199K in Q1 2024. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4,429 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2024, an estimated $183K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2019 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $199K in Q1 2024.
266 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.