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Financial Advocates Investment Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-2,576
Closed -$208K – 523
2019
Q3 		$208K Buy
+2,576
New +$57.7K 0.02% 455

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LWA
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3AM
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UBS Group
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
APCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Financial Advocates Investment Management's IQDF Position: Q4 2019 in Review

Financial Advocates Investment Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2019, closing a stake of 2,576 shares — an estimated $208K sold.

Financial Advocates Investment Management first reported a position in IQDF in Q3 2019 and held it in 1 quarter. The position peaked at $208K in Q3 2019. 81 funds tracked by Wall St. Rank hold IQDF as of Q4 2019.

  • Financial Advocates Investment Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2019 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,576 FlexShares International Quality Dividend Index Fund shares in Q4 2019, an estimated $208K.
  • Financial Advocates Investment Management first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2019 and held it in 1 quarter.
  • Financial Advocates Investment Management's FlexShares International Quality Dividend Index Fund position peaked at $208K in Q3 2019.
  • 81 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2019.

Based on Financial Advocates Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.