CFFP
QDEF icon

Center for Financial Planning’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Center for Financial Planning’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$25K – 672
2022
Q2 		$25K Hold
500
– – 0.01% 278
2022
Q1 		$28K Hold
500
– – 0.01% 283
2021
Q4 		$30K Buy
+500
New +$28.2K 0.01% 278

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Center for Financial Planning's QDEF Position: Q3 2022 in Review

Center for Financial Planning sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q3 2022, closing a stake of 500 shares — an estimated $25K sold.

Center for Financial Planning first reported a position in QDEF in Q4 2021 and held it in 3 quarters. The position peaked at $30K in Q4 2021. 71 funds tracked by Wall St. Rank hold QDEF as of Q3 2022.

  • Center for Financial Planning reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 500 FlexShares Quality Dividend Defensive Index Fund shares in Q3 2022, an estimated $25K.
  • Center for Financial Planning first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q4 2021 and held it in 3 quarters.
  • Center for Financial Planning's FlexShares Quality Dividend Defensive Index Fund position peaked at $30K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.