MP
GUNR icon

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

McDonald 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
Q1 		– Sell
-114
Closed -$4.5K – 467
2021
Q4 		$4.5K Buy
+114
New +$4.41K ﹤0.01% 261

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

McDonald Partners's GUNR Position: Q1 2022 in Review

McDonald Partners sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2022, closing a stake of 114 shares — an estimated $4.5K sold.

McDonald Partners first reported a position in GUNR in Q4 2021 and held it in 1 quarter. The position peaked at $4.5K in Q4 2021. 267 funds tracked by Wall St. Rank hold GUNR as of Q1 2022.

  • McDonald Partners reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 114 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2022, an estimated $4.5K.
  • McDonald Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's FlexShares Global Upstream Natural Resources Index Fund position peaked at $4.5K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.