CRC
TDTT icon

Curi RMB Capital’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Curi RMB Capital’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
2018
Q1 		– Sell
-51,187
Closed -$1.25M – 976
2017
Q4 		$1.25M Buy
+51,187
New +$1.25M 0.03% 447

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Curi RMB Capital's TDTT Position: Q1 2018 in Review

Curi RMB Capital sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2018, closing a stake of 51,187 shares — an estimated $1.25M sold.

Curi RMB Capital first reported a position in TDTT in Q4 2017 and held it in 1 quarter. The position peaked at $1.25M in Q4 2017. 60 funds tracked by Wall St. Rank hold TDTT as of Q1 2018.

  • Curi RMB Capital reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2018 after selling out during the quarter.
  • Curi RMB Capital sold 51,187 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2018, an estimated $1.25M.
  • Curi RMB Capital first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2017 and held it in 1 quarter.
  • Curi RMB Capital's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $1.25M in Q4 2017.
  • 60 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.