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Advisory Alpha’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-79
Closed -$5K – 593
2020
Q3 		$5K Buy
+79
New +$4.43K ﹤0.01% 524

Other funds holding TLTD

Northern Trust
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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

Advisory Alpha's TLTD Position: Q4 2020 in Review

Advisory Alpha sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q4 2020, closing a stake of 79 shares — an estimated $5K sold.

Advisory Alpha first reported a position in TLTD in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 49 funds tracked by Wall St. Rank hold TLTD as of Q4 2020.

  • Advisory Alpha reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 79 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q4 2020, an estimated $5K.
  • Advisory Alpha first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q3 2020 and held it in 1 quarter.
  • Advisory Alpha's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $5K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.