3D Asset Management’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

3D Asset Management’s Portfolio TLTD Stock Details TLTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$583K	Buy	10,408 +6,658	+178%	+$374K	0.16%	33
2020 Q2	$200K	Buy	+3,750	New	+$191K	0.06%	63

Other funds holding TLTD

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CJA

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIM

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

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

3D Asset Management increased its FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) stake by 178% in Q3 2020, buying an estimated $374K and bringing the position to 10,408 shares worth $583K. The position accounts for 0.16% of the portfolio, ranked #33.

3D Asset Management first reported a position in TLTD in Q2 2020 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold TLTD as of Q3 2020.

3D Asset Management held 10,408 shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund worth $583K as of Q3 2020.
3D Asset Management bought 6,658 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q3 2020, an estimated $374K.
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund made up 0.16% of 3D Asset Management's portfolio in Q3 2020, its #33 holding.
3D Asset Management first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q2 2020 and has held it in 2 quarters since.
47 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q3 2020.

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