Moneta Group Investment Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Moneta Group Investment 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
2019 Q3	–	Sell	-2,302	Closed	-$76K	–	289
2019 Q2	$76K	Buy	2,302 +745	+48%	+$24.1K	0.01%	226
2019 Q1	$51K	Sell	1,557 -185	-11%	-$5.9K	0.01%	229
2018 Q4	$51K	Buy	+1,742	New	+$54.7K	0.01%	206
2018 Q3	–	Sell	-396	Closed	-$13K	–	293
2018 Q2	$13K	Buy	+396	New	+$13.5K	﹤0.01%	375

Other funds holding GUNR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's GUNR Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2019, closing a stake of 2,302 shares — an estimated $76K sold.

Moneta Group Investment Advisors first reported a position in GUNR in Q2 2018 and held it in 4 quarters. The position peaked at $76K in Q2 2019. 147 funds tracked by Wall St. Rank hold GUNR as of Q3 2019.

Moneta Group Investment Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2019 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,302 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2019, an estimated $76K.
Moneta Group Investment Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2018 and held it in 4 quarters.
Moneta Group Investment Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $76K in Q2 2019.
147 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.