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Chicago Partners Investment Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Chicago Partners Investment Group’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-27,113
Closed -$648K – 352
2018
Q4 		$648K Hold
27,113
– – 0.1% 164
2018
Q3 		$647K Hold
27,113
– – 0.1% 161
2018
Q2 		$659K Hold
27,113
– – 0.1% 147
2018
Q1 		$661K Buy
27,113
+9,163
+51% +$223K 0.11% 128
2017
Q4 		$437K Hold
17,950
– – 0.07% 177
2017
Q3 		$441K Sell
17,950
-17,950
-50% -$441K 0.08% 175
2017
Q2 		$887K Buy
+35,900
New +$886K 0.23% 78

Other funds holding TDTT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Chicago Partners Investment Group's TDTT Position: Q1 2019 in Review

Chicago Partners Investment Group sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2019, closing a stake of 27,113 shares — an estimated $648K sold.

Chicago Partners Investment Group first reported a position in TDTT in Q2 2017 and held it in 7 quarters. The position peaked at $887K in Q2 2017. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2019.

  • Chicago Partners Investment Group reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2019 after selling out during the quarter.
  • Chicago Partners Investment Group sold 27,113 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2019, an estimated $648K.
  • Chicago Partners Investment Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 7 quarters.
  • Chicago Partners Investment Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $887K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2019.

Based on Chicago Partners Investment Group's 13F filing for Q1 2019, filed 22 Apr 2019.