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Advisor Group’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Advisor Group’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$601K Buy
4,734
+236
+5% +$28.7K ﹤0.01% 1534
2019
Q3 		$526K Sell
4,498
-311
-6% -$36.2K ﹤0.01% 1585
2019
Q2 		$562K Buy
4,809
+526
+12% +$60.7K ﹤0.01% 1535
2019
Q1 		$487K Sell
4,283
-893
-17% -$98.4K ﹤0.01% 1611
2018
Q4 		$519K Buy
5,176
+45
+0.9% +$4.93K 0.01% 1386
2018
Q3 		$613K Buy
5,131
+161
+3% +$19K 0.01% 1321
2018
Q2 		$565K Sell
4,970
-8,624
-63% -$973K 0.01% 1222
2018
Q1 		$1.49M Sell
13,594
-914
-6% -$104K 0.02% 674
2017
Q4 		$1.62M Buy
14,508
+273
+2% +$29.7K 0.02% 640
2017
Q3 		$1.5M Sell
14,235
-537
-4% -$55.2K 0.02% 614
2017
Q2 		$1.51M Buy
14,772
+1,186
+9% +$119K 0.03% 575
2017
Q1 		$1.36M Sell
13,586
-36
-0.3% -$3.57K 0.03% 584
2016
Q4 		$1.31M Buy
13,622
+9,902
+266% +$918K 0.03% 562
2016
Q3 		$337K Hold
3,720
– – 0.01% 1203
2016
Q2 		$319K Buy
+3,720
New +$318K 0.01% 1170

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's TILT Position: Q4 2019 in Review

Advisor Group increased its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 5.2% in Q4 2019, buying an estimated $28.7K and bringing the position to 4,734 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Advisor Group first reported a position in TILT in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.62M in Q4 2017. 59 funds tracked by Wall St. Rank hold TILT as of Q4 2019.

  • Advisor Group held 4,734 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $601K as of Q4 2019.
  • Advisor Group bought 236 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q4 2019, an estimated $28.7K.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1534 holding.
  • Advisor Group first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $1.62M in Q4 2017.
  • 59 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.