CAPTRUST Financial Advisors
SKOR icon

CAPTRUST Financial Advisors’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-99
Closed -$5K – 4643
2021
Q1 		$5K Hold
99
– – ﹤0.01% 3747
2020
Q4 		$5K Buy
+99
New +$5.44K ﹤0.01% 2869

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BCM
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IFA
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Jane Street
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Citadel Advisors
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SWRP
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CAPTRUST Financial Advisors's SKOR Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q2 2021, closing a stake of 99 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in SKOR in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 23 funds tracked by Wall St. Rank hold SKOR as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 99 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q2 2021, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2020 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $5K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.