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Brighton Jones LLC’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Brighton Jones LLC’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
2014
Q1 		– Sell
-18,750
Closed -$1.5M – 200
2013
Q4 		$1.5M Buy
+18,750
New +$1.45M 0.34% 38

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FBT
Founders Bank & Trust Grand Rapids, Michigan $190M AUM 7.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Brighton Jones LLC sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q1 2014, closing a stake of 18,750 shares — an estimated $1.5M sold.

Brighton Jones LLC first reported a position in TILT in Q4 2013 and held it in 1 quarter. The position peaked at $1.5M in Q4 2013. 10 funds tracked by Wall St. Rank hold TILT as of Q1 2014.

  • Brighton Jones LLC reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q1 2014 after selling out during the quarter.
  • Brighton Jones LLC sold 18,750 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2014, an estimated $1.5M.
  • Brighton Jones LLC first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2013 and held it in 1 quarter.
  • Brighton Jones LLC's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $1.5M in Q4 2013.
  • 10 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2014.

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