Doyle Wealth Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Doyle Wealth Management’s Portfolio IQDF Stock Details IQDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-183	Closed	-$4K	–	460
2019 Q2	$4K	Buy	+183	New	+$4.22K	﹤0.01%	752
2019 Q1	–	Sell	-183	Closed	-$4K	–	443
2018 Q4	$4K	Buy	+183	New	+$4.08K	﹤0.01%	750

Other funds holding IQDF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Doyle Wealth Management's IQDF Position: Q3 2019 in Review

Doyle Wealth Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q3 2019, closing a stake of 183 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in IQDF in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 75 funds tracked by Wall St. Rank hold IQDF as of Q3 2019.

Doyle Wealth Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 183 FlexShares International Quality Dividend Index Fund shares in Q3 2019, an estimated $4K.
Doyle Wealth Management first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's FlexShares International Quality Dividend Index Fund position peaked at $4K in Q2 2019.
75 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.