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Pin Oak Investment Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Pin Oak 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
2021
Q3 		– Sell
-3,955
Closed -$151K – 412
2021
Q2 		$151K Hold
3,955
– – 0.15% 93
2021
Q1 		$143K Hold
3,955
– – 0.12% 114
2020
Q4 		$129K Hold
3,955
– – 0.11% 120
2020
Q3 		$110K Hold
3,955
– – 0.11% 120
2020
Q2 		$109K Hold
3,955
– – 0.1% 122
2020
Q1 		$89K Sell
3,955
-408
-9% -$11.8K 0.09% 137
2019
Q4 		$146K Hold
4,363
– – 0.12% 118
2019
Q3 		$136K Sell
4,363
-2,420
-36% -$76.7K 0.11% 127
2019
Q2 		$224K Buy
+6,783
New +$220K 0.17% 99

Other funds holding GUNR

Northern Trust
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VA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Pin Oak Investment Advisors's GUNR Position: Q3 2021 in Review

Pin Oak Investment Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2021, closing a stake of 3,955 shares — an estimated $151K sold.

Pin Oak Investment Advisors first reported a position in GUNR in Q2 2019 and held it in 9 quarters. The position peaked at $224K in Q2 2019. 189 funds tracked by Wall St. Rank hold GUNR as of Q3 2021.

  • Pin Oak Investment Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 3,955 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2021, an estimated $151K.
  • Pin Oak Investment Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2019 and held it in 9 quarters.
  • Pin Oak Investment Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $224K in Q2 2019.
  • 189 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.