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Atlas Private Wealth Advisors’s FlexShares Core Select Bond Fund BNDC Stock Holding History

Atlas Private Wealth Advisors’s Portfolio BNDC Stock Details BNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-185
Closed -$5K – 868
2020
Q4 		$5K Buy
+185
New +$4.99K ﹤0.01% 513

Other funds holding BNDC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Atlas Private Wealth Advisors's BNDC Position: Q1 2021 in Review

Atlas Private Wealth Advisors sold out of FlexShares Core Select Bond Fund (BNDC) in Q1 2021, closing a stake of 185 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in BNDC in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 18 funds tracked by Wall St. Rank hold BNDC as of Q1 2021.

  • Atlas Private Wealth Advisors reported no remaining FlexShares Core Select Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 185 FlexShares Core Select Bond Fund shares in Q1 2021, an estimated $5K.
  • Atlas Private Wealth Advisors first reported a position in FlexShares Core Select Bond Fund in Q4 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's FlexShares Core Select Bond Fund position peaked at $5K in Q4 2020.
  • 18 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q1 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.