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Meritage Portfolio Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Meritage Portfolio Management’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
Q1 		– Sell
-326,080
Closed -$10.9M – 208
2019
Q4 		$10.9M Buy
+326,080
New +$10.4M 0.96% 21

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meritage Portfolio Management's GUNR Position: Q1 2020 in Review

Meritage Portfolio Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2020, closing a stake of 326,080 shares — an estimated $10.9M sold.

Meritage Portfolio Management first reported a position in GUNR in Q4 2019 and held it in 1 quarter. The position peaked at $10.9M in Q4 2019. 139 funds tracked by Wall St. Rank hold GUNR as of Q1 2020.

  • Meritage Portfolio Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 326,080 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2020, an estimated $10.9M.
  • Meritage Portfolio Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2019 and held it in 1 quarter.
  • Meritage Portfolio Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $10.9M in Q4 2019.
  • 139 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2020.

Based on Meritage Portfolio Management's 13F filing for Q1 2020, filed 27 Apr 2020.