CI
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CX Institutional’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

CX Institutional’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
2019
Q1 		– Sell
-31
Closed -$1K – 820
2018
Q4 		$1K Buy
+31
New +$744 ﹤0.01% 515

Other funds holding TDTF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional's TDTF Position: Q1 2019 in Review

CX Institutional sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2019, closing a stake of 31 shares — an estimated $1K sold.

CX Institutional first reported a position in TDTF in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 41 funds tracked by Wall St. Rank hold TDTF as of Q1 2019.

  • CX Institutional reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2019 after selling out during the quarter.
  • CX Institutional sold 31 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2019, an estimated $1K.
  • CX Institutional first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2018 and held it in 1 quarter.
  • CX Institutional's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2019.

Based on CX Institutional's 13F filing for Q1 2019, filed 3 Apr 2019.