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Hayden Royal’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Hayden Royal’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,072
Closed -$360K – 529
2020
Q3 		$360K Sell
8,072
-2,534
-24% -$113K 0.19% 119
2020
Q2 		$448K Sell
10,606
-1,520
-13% -$61.5K 0.25% 84
2020
Q1 		$436K Buy
12,126
+713
+6% +$31.7K 0.26% 103
2019
Q4 		$557K Buy
+11,413
New +$535K 0.28% 92

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hayden Royal's QDF Position: Q4 2020 in Review

Hayden Royal sold out of FlexShares Quality Dividend Index Fund (QDF) in Q4 2020, closing a stake of 8,072 shares — an estimated $360K sold.

Hayden Royal first reported a position in QDF in Q4 2019 and held it in 4 quarters. The position peaked at $557K in Q4 2019. 104 funds tracked by Wall St. Rank hold QDF as of Q4 2020.

  • Hayden Royal reported no remaining FlexShares Quality Dividend Index Fund position as of Q4 2020 after selling out during the quarter.
  • Hayden Royal sold 8,072 FlexShares Quality Dividend Index Fund shares in Q4 2020, an estimated $360K.
  • Hayden Royal first reported a position in FlexShares Quality Dividend Index Fund in Q4 2019 and held it in 4 quarters.
  • Hayden Royal's FlexShares Quality Dividend Index Fund position peaked at $557K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.