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Lutz Financial Services’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Lutz Financial Services’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
2019
Q1 		– Sell
-7,142
Closed -$209K – 63
2018
Q4 		$209K Hold
7,142
– – 0.05% 63
2018
Q3 		$242K Buy
+7,142
New +$238K 0.05% 50

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VA
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MFM
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PWPCM
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NB
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LSAG
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MWP
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LFA
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COI
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Lutz Financial Services's GUNR Position: Q1 2019 in Review

Lutz Financial Services sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2019, closing a stake of 7,142 shares — an estimated $209K sold.

Lutz Financial Services first reported a position in GUNR in Q3 2018 and held it in 2 quarters. The position peaked at $242K in Q3 2018. 143 funds tracked by Wall St. Rank hold GUNR as of Q1 2019.

  • Lutz Financial Services reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2019 after selling out during the quarter.
  • Lutz Financial Services sold 7,142 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2019, an estimated $209K.
  • Lutz Financial Services first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2018 and held it in 2 quarters.
  • Lutz Financial Services's FlexShares Global Upstream Natural Resources Index Fund position peaked at $242K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2019.

Based on Lutz Financial Services's 13F filing for Q1 2019, filed 6 May 2019.