AG
TLDH

Advisor Group’s FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund TLDH Stock Holding History

Advisor Group’s Portfolio TLDH Stock Details TLDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$100K Sell
3,440
-1,314
-28% -$37.7K ﹤0.01% 2944
2019
Q3 		$131K Buy
4,754
+4,524
+1,967% +$123K ﹤0.01% 2683
2019
Q2 		$6K Buy
+230
New +$6.31K ﹤0.01% 4642

Other funds holding TLDH

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's TLDH Position: Q4 2019 in Review

Advisor Group reduced its FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund (TLDH) stake by 28% in Q4 2019, selling an estimated $37.7K and leaving 3,440 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Advisor Group first reported a position in TLDH in Q2 2019 and has held it in 3 quarters since. The position peaked at $131K in Q3 2019. 6 funds tracked by Wall St. Rank hold TLDH as of Q4 2019.

  • Advisor Group held 3,440 shares of FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund worth $100K as of Q4 2019.
  • Advisor Group sold 1,314 FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund shares in Q4 2019, an estimated $37.7K.
  • FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2944 holding.
  • Advisor Group first reported a position in FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund position peaked at $131K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund as of Q4 2019.

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