Wealthspire Advisors (Maryland)’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-258	Closed	-$8K	–	1088
2019 Q1	$8K	Buy	+258	New	+$8.23K	﹤0.01%	1625
2018 Q4	–	Sell	-396	Closed	-$13K	–	2487
2018 Q3	$13K	Hold	396	–	–	﹤0.01%	1436
2018 Q2	$13K	Hold	396	–	–	﹤0.01%	1451
2018 Q1	$13K	Hold	396	–	–	﹤0.01%	1457
2017 Q4	$13K	Hold	396	–	–	﹤0.01%	1480
2017 Q3	$12K	Buy	396 +92	+30%	+$2.78K	﹤0.01%	1500
2017 Q2	$9K	Buy	+304	New	+$8.84K	﹤0.01%	1570

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return