Bridges Investment Management’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Bridges Investment Management’s Portfolio QLV Stock Details QLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,420	Closed	-$373K	–	212
2022 Q4	$373K	Hold	7,420	–	–	0.01%	182
2022 Q3	$344K	Hold	7,420	–	–	0.01%	187
2022 Q2	$365K	Hold	7,420	–	–	0.01%	186
2022 Q1	$407K	Hold	7,420	–	–	0.01%	189
2021 Q4	$422K	Buy	+7,420	New	+$404K	0.01%	186

Other funds holding QLV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BAM

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bridges Investment Management's QLV Position: Q1 2023 in Review

Bridges Investment Management sold out of FlexShares US Quality Low Volatility Index Fund (QLV) in Q1 2023, closing a stake of 7,420 shares — an estimated $373K sold.

Bridges Investment Management first reported a position in QLV in Q4 2021 and held it in 5 quarters. The position peaked at $422K in Q4 2021. 26 funds tracked by Wall St. Rank hold QLV as of Q1 2023.

Bridges Investment Management reported no remaining FlexShares US Quality Low Volatility Index Fund position as of Q1 2023 after selling out during the quarter.
Bridges Investment Management sold 7,420 FlexShares US Quality Low Volatility Index Fund shares in Q1 2023, an estimated $373K.
Bridges Investment Management first reported a position in FlexShares US Quality Low Volatility Index Fund in Q4 2021 and held it in 5 quarters.
Bridges Investment Management's FlexShares US Quality Low Volatility Index Fund position peaked at $422K in Q4 2021.
26 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2023.

Based on Bridges Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.