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Crewe Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Crewe Advisors’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-883
Closed -$46.4K – 993
2022
Q4 		$46.4K Buy
883
+581
+192% +$30.3K 0.01% 312
2022
Q3 		$14K Buy
+302
New +$15.9K ﹤0.01% 569

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Crewe Advisors's QDF Position: Q1 2023 in Review

Crewe Advisors sold out of FlexShares Quality Dividend Index Fund (QDF) in Q1 2023, closing a stake of 883 shares — an estimated $46.4K sold.

Crewe Advisors first reported a position in QDF in Q3 2022 and held it in 2 quarters. The position peaked at $46.4K in Q4 2022. 118 funds tracked by Wall St. Rank hold QDF as of Q1 2023.

  • Crewe Advisors reported no remaining FlexShares Quality Dividend Index Fund position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 883 FlexShares Quality Dividend Index Fund shares in Q1 2023, an estimated $46.4K.
  • Crewe Advisors first reported a position in FlexShares Quality Dividend Index Fund in Q3 2022 and held it in 2 quarters.
  • Crewe Advisors's FlexShares Quality Dividend Index Fund position peaked at $46.4K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.