White Lighthouse Investment Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

White Lighthouse Investment Management’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	-10,560	Closed	-$354K	–	114
2019 Q4	$354K	Sell	10,560 -2,790	-21%	-$88.8K	0.13%	96
2019 Q3	$416K	Buy	13,350 +1,635	+14%	+$51.8K	0.17%	86
2019 Q2	$387K	Buy	11,715 +1,550	+15%	+$50.2K	0.16%	85
2019 Q1	$333K	Buy	+10,165	New	+$324K	0.15%	89

Other funds holding GUNR

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

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

MFM

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

COI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFA

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

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

White Lighthouse Investment Management's GUNR Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2020, closing a stake of 10,560 shares — an estimated $354K sold.

White Lighthouse Investment Management first reported a position in GUNR in Q1 2019 and held it in 4 quarters. The position peaked at $416K in Q3 2019. 139 funds tracked by Wall St. Rank hold GUNR as of Q1 2020.

White Lighthouse Investment Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 10,560 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2020, an estimated $354K.
White Lighthouse Investment Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2019 and held it in 4 quarters.
White Lighthouse Investment Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $416K in Q3 2019.
139 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.