3AM
QLC icon

3D Asset Management’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

3D Asset Management’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$737K Buy
20,082
+10,924
+119% +$399K 0.2% 29
2020
Q2 		$316K Buy
+9,158
New +$299K 0.09% 47

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

3D Asset Management's QLC Position: Q3 2020 in Review

3D Asset Management increased its FlexShares US Quality Large Cap Index Fund (QLC) stake by 119% in Q3 2020, buying an estimated $399K and bringing the position to 20,082 shares worth $737K. The position accounts for 0.2% of the portfolio, ranked #29.

3D Asset Management first reported a position in QLC in Q2 2020 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold QLC as of Q3 2020.

  • 3D Asset Management held 20,082 shares of FlexShares US Quality Large Cap Index Fund worth $737K as of Q3 2020.
  • 3D Asset Management bought 10,924 FlexShares US Quality Large Cap Index Fund shares in Q3 2020, an estimated $399K.
  • FlexShares US Quality Large Cap Index Fund made up 0.2% of 3D Asset Management's portfolio in Q3 2020, its #29 holding.
  • 3D Asset Management first reported a position in FlexShares US Quality Large Cap Index Fund in Q2 2020 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.