DOA
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D'Orazio & Associates’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

D'Orazio & Associates’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
2017
Q3 		– Sell
-50
Closed -$1K – 331
2017
Q2 		$1K Buy
+50
New +$1.26K ﹤0.01% 322

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Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D'Orazio & Associates's TDTF Position: Q3 2017 in Review

D'Orazio & Associates sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2017, closing a stake of 50 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in TDTF in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 29 funds tracked by Wall St. Rank hold TDTF as of Q3 2017.

  • D'Orazio & Associates reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 50 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2017, an estimated $1K.
  • D'Orazio & Associates first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2017 and held it in 1 quarter.
  • D'Orazio & Associates's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2017.

Based on D'Orazio & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.