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Institute for Wealth Management’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Institute for Wealth Management’s Portfolio GQRE Stock Details GQRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$1.36M Sell
23,889
-4,150
-15% -$235K 2.03% 15
2015
Q3 		$1.51M Sell
28,039
-29,599
-51% -$1.64M 2.88% 16
2015
Q2 		$3.22M Buy
+57,638
New +$3.33M 4.16% 7

Other funds holding GQRE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Institute for Wealth Management's GQRE Position: Q4 2015 in Review

Institute for Wealth Management reduced its FlexShares Global Quality Real Estate Index Fund (GQRE) stake by 15% in Q4 2015, selling an estimated $235K and leaving 23,889 shares worth $1.36M. The position accounts for 2.03% of the portfolio, ranked #15.

Institute for Wealth Management first reported a position in GQRE in Q2 2015 and has held it in 3 quarters since. The position peaked at $3.22M in Q2 2015. 23 funds tracked by Wall St. Rank hold GQRE as of Q4 2015.

  • Institute for Wealth Management held 23,889 shares of FlexShares Global Quality Real Estate Index Fund worth $1.36M as of Q4 2015.
  • Institute for Wealth Management sold 4,150 FlexShares Global Quality Real Estate Index Fund shares in Q4 2015, an estimated $235K.
  • FlexShares Global Quality Real Estate Index Fund made up 2.03% of Institute for Wealth Management's portfolio in Q4 2015, its #15 holding.
  • Institute for Wealth Management first reported a position in FlexShares Global Quality Real Estate Index Fund in Q2 2015 and has held it in 3 quarters since.
  • Institute for Wealth Management's FlexShares Global Quality Real Estate Index Fund position peaked at $3.22M in Q2 2015.
  • 23 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q4 2015.

Based on Institute for Wealth Management's 13F filing for Q4 2015, filed 8 Feb 2016.