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Apriem Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Apriem Advisors’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-492
Closed -$12K – 352
2018
Q2 		$12K Buy
+492
New +$12.1K ﹤0.01% 406

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CSIA
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apriem Advisors's TDTF Position: Q3 2018 in Review

Apriem Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2018, closing a stake of 492 shares — an estimated $12K sold.

Apriem Advisors first reported a position in TDTF in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 49 funds tracked by Wall St. Rank hold TDTF as of Q3 2018.

  • Apriem Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 492 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2018, an estimated $12K.
  • Apriem Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 1 quarter.
  • Apriem Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $12K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.