Next Financial Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Next Financial Group’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
2021 Q4	$6K	Hold	159	–	–	﹤0.01%	2363
2021 Q3	$6K	Buy	159 +4	+3%	+$149	﹤0.01%	2194
2021 Q2	$6K	Buy	155 +86	+125%	+$3.33K	﹤0.01%	2145
2021 Q1	$3K	Buy	69 +18	+35%	+$641	﹤0.01%	2226
2020 Q4	$2K	Sell	51 -105	-67%	-$3.16K	﹤0.01%	2182
2020 Q3	$4K	Buy	+156	New	+$4.54K	﹤0.01%	1906
2020 Q2	–	Sell	-114	Closed	-$3K	–	1120
2020 Q1	$3K	Sell	114 -1	-0.9%	-$29	﹤0.01%	1834
2019 Q4	$4K	Buy	+115	New	+$3.66K	﹤0.01%	2018
2014 Q4	–	Sell	-200	Closed	-$7K	–	2075
2014 Q3	$7K	Sell	200 -75	-27%	-$2.77K	﹤0.01%	1926
2014 Q2	$10K	Buy	+275	New	+$9.92K	0.01%	785

Other funds holding GUNR

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

Jane Street New York $777B AUM 61.18% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

COI

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Next Financial Group's GUNR Position: Q4 2021 in Review

Next Financial Group held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q4 2021 at 159 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Next Financial Group first reported a position in GUNR in Q2 2014 and has held it in 10 quarters since. The position peaked at $10K in Q2 2014. 232 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

Next Financial Group held 159 shares of FlexShares Global Upstream Natural Resources Index Fund worth $6K as of Q4 2021.
Next Financial Group left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q4 2021.
FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2363 holding.
Next Financial Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2014 and has held it in 10 quarters since.
Next Financial Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $10K in Q2 2014.
232 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.