FHA
LKOR icon

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

Flagship Harbor 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
2020
Q4 		– Sell
-31
Closed -$1K – 1201
2020
Q3 		$1K Hold
31
– – ﹤0.01% 1830
2020
Q2 		$1K Buy
+31
New +$1.84K ﹤0.01% 1920

Other funds holding LKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Flagship Harbor Advisors's LKOR Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q4 2020, closing a stake of 31 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in LKOR in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 9 funds tracked by Wall St. Rank hold LKOR as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 31 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q4 2020, an estimated $1K.
  • Flagship Harbor Advisors first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q2 2020 and held it in 2 quarters.
  • Flagship Harbor Advisors's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $1K in Q3 2020.
  • 9 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.