BDO Wealth Advisors’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

BDO Wealth Advisors’s Portfolio QDYN Stock Details QDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-747	Closed	-$38K	–	1288
2020 Q4	$38K	Hold	747	–	–	0.01%	382
2020 Q3	$34K	Hold	747	–	–	0.01%	372
2020 Q2	$31K	Hold	747	–	–	0.01%	377
2020 Q1	$26K	Hold	747	–	–	0.01%	417
2019 Q4	$36K	Hold	747	–	–	0.01%	338
2019 Q3	$33K	Hold	747	–	–	0.01%	360
2019 Q2	$33K	Buy	+747	New	+$32.7K	0.01%	350

Other funds holding QDYN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's QDYN Position: Q1 2021 in Review

BDO Wealth Advisors sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q1 2021, closing a stake of 747 shares — an estimated $38K sold.

BDO Wealth Advisors first reported a position in QDYN in Q2 2019 and held it in 7 quarters. The position peaked at $38K in Q4 2020. 12 funds tracked by Wall St. Rank hold QDYN as of Q1 2021.

BDO Wealth Advisors reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 747 FlexShares Quality Dividend Dynamic Index Fund shares in Q1 2021, an estimated $38K.
BDO Wealth Advisors first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's FlexShares Quality Dividend Dynamic Index Fund position peaked at $38K in Q4 2020.
12 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.