EverSource Wealth Advisors’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

EverSource Wealth Advisors’s Portfolio LKOR Stock Details LKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50	Closed	-$2K	–	2702
2023 Q3	$2K	Hold	50	–	–	﹤0.01%	2002
2023 Q2	$2.18K	Hold	50	–	–	﹤0.01%	2001
2023 Q1	$2.22K	Hold	50	–	–	﹤0.01%	1907
2022 Q4	$2.11K	Hold	50	–	–	﹤0.01%	1897
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	1689
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1525
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	1426
2021 Q4	$3K	Buy	+50	New	+$3.01K	﹤0.01%	1436

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EverSource Wealth Advisors's LKOR Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q4 2023, closing a stake of 50 shares — an estimated $2K sold.

EverSource Wealth Advisors first reported a position in LKOR in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 13 funds tracked by Wall St. Rank hold LKOR as of Q4 2023.

EverSource Wealth Advisors reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 50 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q4 2023, an estimated $2K.
EverSource Wealth Advisors first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q4 2021 and held it in 8 quarters.
EverSource Wealth Advisors's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $3K in Q1 2022.
13 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.