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BDO Wealth Advisors’s FlexShares Morningstar Emerging Markets Factor Tilt Index Fund TLTE Stock Holding History

BDO Wealth Advisors’s Portfolio TLTE Stock Details TLTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-694
Closed -$37K – 828
2019
Q4 		$37K Sell
694
-1,456
-68% -$73.4K 0.01% 333
2019
Q3 		$104K Hold
2,150
– – 0.03% 253
2019
Q2 		$111K Buy
+2,150
New +$112K 0.03% 237

Other funds holding TLTE

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BDO Wealth Advisors's TLTE Position: Q1 2020 in Review

BDO Wealth Advisors sold out of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) in Q1 2020, closing a stake of 694 shares — an estimated $37K sold.

BDO Wealth Advisors first reported a position in TLTE in Q2 2019 and held it in 3 quarters. The position peaked at $111K in Q2 2019. 33 funds tracked by Wall St. Rank hold TLTE as of Q1 2020.

  • BDO Wealth Advisors reported no remaining FlexShares Morningstar Emerging Markets Factor Tilt Index Fund position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 694 FlexShares Morningstar Emerging Markets Factor Tilt Index Fund shares in Q1 2020, an estimated $37K.
  • BDO Wealth Advisors first reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in Q2 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's FlexShares Morningstar Emerging Markets Factor Tilt Index Fund position peaked at $111K in Q2 2019.
  • 33 funds tracked by Wall St. Rank held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.