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Bartlett & Co’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Bartlett & Co’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,000
Closed -$259K – 714
2016
Q3 		$259K Hold
5,000
– – 0.01% 230
2016
Q2 		$260K Buy
+5,000
New +$258K 0.01% 232

Other funds holding SKOR

MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bartlett & Co's SKOR Position: Q4 2016 in Review

Bartlett & Co sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q4 2016, closing a stake of 5,000 shares — an estimated $259K sold.

Bartlett & Co first reported a position in SKOR in Q2 2016 and held it in 2 quarters. The position peaked at $260K in Q2 2016. 9 funds tracked by Wall St. Rank hold SKOR as of Q4 2016.

  • Bartlett & Co reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q4 2016 after selling out during the quarter.
  • Bartlett & Co sold 5,000 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q4 2016, an estimated $259K.
  • Bartlett & Co first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q2 2016 and held it in 2 quarters.
  • Bartlett & Co's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $260K in Q2 2016.
  • 9 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q4 2016.

Based on Bartlett & Co's 13F filing for Q4 2016, filed 6 Feb 2017.