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

Surevest’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
2022
Q3 		$4K Sell
117
-505
-81% -$20.3K ﹤0.01% 336
2022
Q2 		$25K Buy
+622
New +$28.1K 0.01% 244

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Surevest's GUNR Position: Q3 2022 in Review

Surevest reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 81% in Q3 2022, selling an estimated $20.3K and leaving 117 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Surevest first reported a position in GUNR in Q2 2022 and has held it in 2 quarters since. The position peaked at $25K in Q2 2022. 270 funds tracked by Wall St. Rank hold GUNR as of Q3 2022.

  • Surevest held 117 shares of FlexShares Global Upstream Natural Resources Index Fund worth $4K as of Q3 2022.
  • Surevest sold 505 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2022, an estimated $20.3K.
  • FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #336 holding.
  • Surevest first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and has held it in 2 quarters since.
  • Surevest's FlexShares Global Upstream Natural Resources Index Fund position peaked at $25K in Q2 2022.
  • 270 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.