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Blue Trust Inc’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Blue Trust Inc’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53
Closed -$3K – 2686
2023
Q4 		$3K Buy
+53
New +$3.38K ﹤0.01% 2054

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Envestnet Asset Management
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EA
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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
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Blue Trust Inc's TLTD Position: Q1 2024 in Review

Blue Trust Inc sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q1 2024, closing a stake of 53 shares — an estimated $3K sold.

Blue Trust Inc first reported a position in TLTD in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 56 funds tracked by Wall St. Rank hold TLTD as of Q1 2024.

  • Blue Trust Inc reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 53 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q1 2024, an estimated $3K.
  • Blue Trust Inc first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $3K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.