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IHT Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

IHT Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,156
Closed -$91K – 1120
2018
Q1 		$91K Sell
2,156
-56
-3% -$2.48K 0.02% 507
2017
Q4 		$99K Sell
2,212
-32
-1% -$1.37K 0.03% 497
2017
Q3 		$94K Buy
2,244
+1,809
+416% +$73.9K 0.04% 368
2017
Q2 		$105 Buy
435
+386
+788% +$15.6K 0.05% 329
2017
Q1 		$2K Buy
+49
New +$1.94K ﹤0.01% 1093

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's QDEF Position: Q2 2018 in Review

IHT Wealth Management sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q2 2018, closing a stake of 2,156 shares — an estimated $91K sold.

IHT Wealth Management first reported a position in QDEF in Q1 2017 and held it in 5 quarters. The position peaked at $99K in Q4 2017. 37 funds tracked by Wall St. Rank hold QDEF as of Q2 2018.

  • IHT Wealth Management reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,156 FlexShares Quality Dividend Defensive Index Fund shares in Q2 2018, an estimated $91K.
  • IHT Wealth Management first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q1 2017 and held it in 5 quarters.
  • IHT Wealth Management's FlexShares Quality Dividend Defensive Index Fund position peaked at $99K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.