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Tobias Financial Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-123
Closed -$4K – 140
2019
Q4 		$4K Buy
+123
New +$3.92K ﹤0.01% 224

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NB
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MWP
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COI
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Morgan Stanley
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Susquehanna International Group
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LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tobias Financial Advisors's GUNR Position: Q1 2020 in Review

Tobias Financial Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2020, closing a stake of 123 shares — an estimated $4K sold.

Tobias Financial Advisors first reported a position in GUNR in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 139 funds tracked by Wall St. Rank hold GUNR as of Q1 2020.

  • Tobias Financial Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 123 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2020, an estimated $4K.
  • Tobias Financial Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $4K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.