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Montag & Associates’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Montag & Associates’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
Q2 		– Sell
-286
Closed -$13K – 837
2022
Q1 		$13K Hold
286
– – ﹤0.01% 700
2021
Q4 		$11K Buy
+286
New +$11.1K ﹤0.01% 719

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Montag & Associates's GUNR Position: Q2 2022 in Review

Montag & Associates sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2022, closing a stake of 286 shares — an estimated $13K sold.

Montag & Associates first reported a position in GUNR in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 269 funds tracked by Wall St. Rank hold GUNR as of Q2 2022.

  • Montag & Associates reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2022 after selling out during the quarter.
  • Montag & Associates sold 286 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2022, an estimated $13K.
  • Montag & Associates first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and held it in 2 quarters.
  • Montag & Associates's FlexShares Global Upstream Natural Resources Index Fund position peaked at $13K in Q1 2022.
  • 269 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2022.

Based on Montag & Associates's 13F filing for Q2 2022, filed 10 Aug 2022.