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First Horizon Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

First Horizon Advisors’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
2014
Q4 		– Sell
-940
Closed -$23K – 1558
2014
Q3 		$23K Buy
+940
New +$23.7K ﹤0.01% 774

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CSIA
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LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSI
Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BOK
Bank of Kentucky Crestview Hills,, Kentucky $432M AUM 7.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

First Horizon Advisors's TDTF Position: Q4 2014 in Review

First Horizon Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2014, closing a stake of 940 shares — an estimated $23K sold.

First Horizon Advisors first reported a position in TDTF in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 21 funds tracked by Wall St. Rank hold TDTF as of Q4 2014.

  • First Horizon Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2014 after selling out during the quarter.
  • First Horizon Advisors sold 940 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2014, an estimated $23K.
  • First Horizon Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2014 and held it in 1 quarter.
  • First Horizon Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $23K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2014.

Based on First Horizon Advisors's 13F filing for Q4 2014, filed 5 Feb 2015.