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Summit Trail Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Summit Trail 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
2023
Q3 		– Sell
-7,375
Closed -$296K – 559
2023
Q2 		$296K Buy
+7,375
New +$304K 0.01% 378

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VA
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EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

Summit Trail Advisors's GUNR Position: Q3 2023 in Review

Summit Trail Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2023, closing a stake of 7,375 shares — an estimated $296K sold.

Summit Trail Advisors first reported a position in GUNR in Q2 2023 and held it in 1 quarter. The position peaked at $296K in Q2 2023. 283 funds tracked by Wall St. Rank hold GUNR as of Q3 2023.

  • Summit Trail Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2023 after selling out during the quarter.
  • Summit Trail Advisors sold 7,375 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2023, an estimated $296K.
  • Summit Trail Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2023 and held it in 1 quarter.
  • Summit Trail Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $296K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2023.

Based on Summit Trail Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.