AAS
TILT icon

Annex Advisory Services’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Annex Advisory Services’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
2020
Q3 		– Sell
-2,771
Closed -$315K – 142
2020
Q2 		$315K Buy
+2,771
New +$296K 0.04% 101

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Annex Advisory Services's TILT Position: Q3 2020 in Review

Annex Advisory Services sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q3 2020, closing a stake of 2,771 shares — an estimated $315K sold.

Annex Advisory Services first reported a position in TILT in Q2 2020 and held it in 1 quarter. The position peaked at $315K in Q2 2020. 53 funds tracked by Wall St. Rank hold TILT as of Q3 2020.

  • Annex Advisory Services reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q3 2020 after selling out during the quarter.
  • Annex Advisory Services sold 2,771 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q3 2020, an estimated $315K.
  • Annex Advisory Services first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2020 and held it in 1 quarter.
  • Annex Advisory Services's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $315K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q3 2020.

Based on Annex Advisory Services's 13F filing for Q3 2020, filed 23 Oct 2020.