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Stone House Investment Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Stone House Investment Management’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
2024
Q3 		– Sell
-1,367
Closed -$54.9K – 401
2024
Q2 		$54.9K Sell
1,367
-3,444
-72% -$143K 0.01% 115
2024
Q1 		$198K Buy
+4,811
New +$188K 0.05% 57

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VA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Stone House Investment Management's GUNR Position: Q3 2024 in Review

Stone House Investment Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2024, closing a stake of 1,367 shares — an estimated $54.9K sold.

Stone House Investment Management first reported a position in GUNR in Q1 2024 and held it in 2 quarters. The position peaked at $198K in Q1 2024. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • Stone House Investment Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2024 after selling out during the quarter.
  • Stone House Investment Management sold 1,367 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2024, an estimated $54.9K.
  • Stone House Investment Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2024 and held it in 2 quarters.
  • Stone House Investment Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $198K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.