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Founders Financial Alliance’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Founders Financial Alliance’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-990
Closed -$46K – 806
2020
Q3 		$46K Buy
+990
New +$46K 0.03% 395

Other funds holding HYGV

SAM
Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Founders Financial Alliance's HYGV Position: Q4 2020 in Review

Founders Financial Alliance sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q4 2020, closing a stake of 990 shares — an estimated $46K sold.

Founders Financial Alliance first reported a position in HYGV in Q3 2020 and held it in 1 quarter. The position peaked at $46K in Q3 2020. 37 funds tracked by Wall St. Rank hold HYGV as of Q4 2020.

  • Founders Financial Alliance reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 990 FlexShares High Yield Value-Scored Bond Index Fund shares in Q4 2020, an estimated $46K.
  • Founders Financial Alliance first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $46K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.