HFS
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HL Financial Services’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

HL Financial Services’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-14,970
Closed -$365K – 668
2015
Q3 		$365K Buy
+14,970
New +$365K 0.01% 487

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

HL Financial Services's TDTT Position: Q4 2015 in Review

HL Financial Services sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2015, closing a stake of 14,970 shares — an estimated $365K sold.

HL Financial Services first reported a position in TDTT in Q3 2015 and held it in 1 quarter. The position peaked at $365K in Q3 2015. 47 funds tracked by Wall St. Rank hold TDTT as of Q4 2015.

  • HL Financial Services reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2015 after selling out during the quarter.
  • HL Financial Services sold 14,970 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2015, an estimated $365K.
  • HL Financial Services first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2015 and held it in 1 quarter.
  • HL Financial Services's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $365K in Q3 2015.
  • 47 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2015.

Based on HL Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.