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BOK Financial Private Wealth’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

BOK Financial Private Wealth’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,041
Closed -$269K – 120
2018
Q1 		$269K Hold
11,041
– – 0.04% 94
2017
Q4 		$269K Hold
11,041
– – 0.04% 101
2017
Q3 		$271K Sell
11,041
-8,333
-43% -$205K 0.04% 95
2017
Q2 		$476K Buy
+19,374
New +$478K 0.07% 68

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

BOK Financial Private Wealth's TDTT Position: Q2 2018 in Review

BOK Financial Private Wealth sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2018, closing a stake of 11,041 shares — an estimated $269K sold.

BOK Financial Private Wealth first reported a position in TDTT in Q2 2017 and held it in 4 quarters. The position peaked at $476K in Q2 2017. 58 funds tracked by Wall St. Rank hold TDTT as of Q2 2018.

  • BOK Financial Private Wealth reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2018 after selling out during the quarter.
  • BOK Financial Private Wealth sold 11,041 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2018, an estimated $269K.
  • BOK Financial Private Wealth first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 4 quarters.
  • BOK Financial Private Wealth's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $476K in Q2 2017.
  • 58 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2018.

Based on BOK Financial Private Wealth's 13F filing for Q2 2018, filed 8 Aug 2018.