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Centaurus Financial’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-7,652
Closed -$189K – 1883
2018
Q2 		$189K Buy
7,652
+451
+6% +$11.1K 0.03% 530
2018
Q1 		$178K Buy
+7,201
New +$178K 0.04% 341

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3AM
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EK
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Jane Street
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NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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Centaurus Financial's TDTF Position: Q3 2018 in Review

Centaurus Financial sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2018, closing a stake of 7,652 shares — an estimated $189K sold.

Centaurus Financial first reported a position in TDTF in Q1 2018 and held it in 2 quarters. The position peaked at $189K in Q2 2018. 49 funds tracked by Wall St. Rank hold TDTF as of Q3 2018.

  • Centaurus Financial reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 7,652 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2018, an estimated $189K.
  • Centaurus Financial first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2018 and held it in 2 quarters.
  • Centaurus Financial's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $189K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.