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

United Capital 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
2023
Q3 		– Sell
-11,925
Closed -$478K – 861
2023
Q2 		$478K Buy
+11,925
New +$492K ﹤0.01% 686
2020
Q1 		– Sell
-32,721
Closed -$1.1M – 1266
2019
Q4 		$1.1M Buy
32,721
+25,474
+352% +$811K 0.01% 740
2019
Q3 		$226K Sell
7,247
-3,193
-31% -$101K ﹤0.01% 1158
2019
Q2 		$345K Buy
10,440
+4,034
+63% +$131K ﹤0.01% 1157
2019
Q1 		$210K Buy
+6,406
New +$204K ﹤0.01% 1253
2015
Q1 		– Sell
-9,326
Closed -$286K – 1248
2014
Q4 		$286K Buy
9,326
+416
+5% +$13.5K ﹤0.01% 988
2014
Q3 		$307K Sell
8,910
-5,071
-36% -$187K 0.01% 930
2014
Q2 		$523K Sell
13,981
-7,108
-34% -$256K 0.01% 675
2014
Q1 		$739K Sell
21,089
-7,465
-26% -$254K 0.02% 549
2013
Q4 		$980K Sell
28,554
-3,370
-11% -$116K 0.03% 334
2013
Q3 		$1.08M Sell
31,924
-2,472
-7% -$81.5K 0.03% 337
2013
Q2 		$1.08M Buy
+34,396
New +$1.16M 0.03% 393

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
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

United Capital Financial Advisors's GUNR Position: Q3 2023 in Review

United Capital Financial Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2023, closing a stake of 11,925 shares — an estimated $478K sold.

United Capital Financial Advisors first reported a position in GUNR in Q2 2013 and held it in 12 quarters. The position peaked at $1.1M in Q4 2019. 283 funds tracked by Wall St. Rank hold GUNR as of Q3 2023.

  • United Capital Financial Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,925 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2023, an estimated $478K.
  • United Capital Financial Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2013 and held it in 12 quarters.
  • United Capital Financial Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.1M in Q4 2019.
  • 283 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.