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National Planning Corporation’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-450
Closed -$13.5K – 1232
2014
Q4 		$13.5K Buy
+450
New +$14.6K ﹤0.01% 1904

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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Planning Corporation's GUNR Position: Q1 2015 in Review

National Planning Corporation sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2015, closing a stake of 450 shares — an estimated $13.5K sold.

National Planning Corporation first reported a position in GUNR in Q4 2014 and held it in 1 quarter. The position peaked at $13.5K in Q4 2014. 56 funds tracked by Wall St. Rank hold GUNR as of Q1 2015.

  • National Planning Corporation reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 450 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2015, an estimated $13.5K.
  • National Planning Corporation first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's FlexShares Global Upstream Natural Resources Index Fund position peaked at $13.5K in Q4 2014.
  • 56 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.