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Price Wealth’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Price Wealth’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
2019
Q3 		– Sell
-607
Closed -$20K – 296
2019
Q2 		$20K Hold
607
– – 0.01% 146
2019
Q1 		$20K Buy
607
+107
+21% +$3.41K 0.01% 109
2018
Q4 		$15K Sell
500
-102
-17% -$3.2K 0.01% 118
2018
Q3 		$20K Hold
602
– – 0.01% 112
2018
Q2 		$20K Buy
+602
New +$20.6K 0.01% 201

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Price Wealth's GUNR Position: Q3 2019 in Review

Price Wealth sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2019, closing a stake of 607 shares — an estimated $20K sold.

Price Wealth first reported a position in GUNR in Q2 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2019. 147 funds tracked by Wall St. Rank hold GUNR as of Q3 2019.

  • Price Wealth reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2019 after selling out during the quarter.
  • Price Wealth sold 607 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2019, an estimated $20K.
  • Price Wealth first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2018 and held it in 5 quarters.
  • Price Wealth's FlexShares Global Upstream Natural Resources Index Fund position peaked at $20K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2019.

Based on Price Wealth's 13F filing for Q3 2019, filed 25 Oct 2019.