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Beck Capital Management’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Beck Capital Management’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,250
Closed -$105K – 147
2015
Q4 		$105K Buy
+1,250
New +$108K 0.06% 145

Other funds holding TILT

Northern Trust
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Beck Capital Management's TILT Position: Q1 2016 in Review

Beck Capital Management sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q1 2016, closing a stake of 1,250 shares — an estimated $105K sold.

Beck Capital Management first reported a position in TILT in Q4 2015 and held it in 1 quarter. The position peaked at $105K in Q4 2015. 27 funds tracked by Wall St. Rank hold TILT as of Q1 2016.

  • Beck Capital Management reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q1 2016 after selling out during the quarter.
  • Beck Capital Management sold 1,250 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2016, an estimated $105K.
  • Beck Capital Management first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2015 and held it in 1 quarter.
  • Beck Capital Management's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $105K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2016.

Based on Beck Capital Management's 13F filing for Q1 2016, filed 13 May 2016.