Janney Montgomery Scott
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Janney Montgomery Scott’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Janney Montgomery Scott’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,953
Closed -$284K – 2733
2023
Q3 		$284K Buy
+5,953
New +$294K ﹤0.01% 2163

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott's QLC Position: Q4 2023 in Review

Janney Montgomery Scott sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q4 2023, closing a stake of 5,953 shares — an estimated $284K sold.

Janney Montgomery Scott first reported a position in QLC in Q3 2023 and held it in 1 quarter. The position peaked at $284K in Q3 2023. 36 funds tracked by Wall St. Rank hold QLC as of Q4 2023.

  • Janney Montgomery Scott reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,953 FlexShares US Quality Large Cap Index Fund shares in Q4 2023, an estimated $284K.
  • Janney Montgomery Scott first reported a position in FlexShares US Quality Large Cap Index Fund in Q3 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's FlexShares US Quality Large Cap Index Fund position peaked at $284K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.