BJL
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Brighton Jones LLC’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Brighton Jones LLC’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,050
Closed -$300K – 199
2013
Q4 		$300K Buy
+12,050
New +$303K 0.07% 133

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LC
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
PSI
Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brighton Jones LLC's TDTF Position: Q1 2014 in Review

Brighton Jones LLC sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2014, closing a stake of 12,050 shares — an estimated $300K sold.

Brighton Jones LLC first reported a position in TDTF in Q4 2013 and held it in 1 quarter. The position peaked at $300K in Q4 2013. 18 funds tracked by Wall St. Rank hold TDTF as of Q1 2014.

  • Brighton Jones LLC reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2014 after selling out during the quarter.
  • Brighton Jones LLC sold 12,050 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2014, an estimated $300K.
  • Brighton Jones LLC first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2013 and held it in 1 quarter.
  • Brighton Jones LLC's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $300K in Q4 2013.
  • 18 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2014.

Based on Brighton Jones LLC's 13F filing for Q1 2014, filed 14 May 2014.