Northeast Financial Consultants’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Northeast Financial Consultants’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	–	Sell	-7,000	Closed	-$256K	–	365
2021 Q3	$256K	Hold	7,000	–	–	0.02%	300
2021 Q2	$268K	Buy	7,000 +1,000	+17%	+$38.7K	0.02%	300
2021 Q1	$217K	Buy	+6,000	New	+$214K	0.02%	309

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MFM

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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

Northeast Financial Consultants's GUNR Position: Q4 2021 in Review

Northeast Financial Consultants sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2021, closing a stake of 7,000 shares — an estimated $256K sold.

Northeast Financial Consultants first reported a position in GUNR in Q1 2021 and held it in 3 quarters. The position peaked at $268K in Q2 2021. 232 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

Northeast Financial Consultants reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2021 after selling out during the quarter.
Northeast Financial Consultants sold 7,000 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2021, an estimated $256K.
Northeast Financial Consultants first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2021 and held it in 3 quarters.
Northeast Financial Consultants's FlexShares Global Upstream Natural Resources Index Fund position peaked at $268K in Q2 2021.
232 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2021.

Based on Northeast Financial Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.