Janney Montgomery Scott
TDTT icon

Janney Montgomery Scott’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Janney Montgomery Scott’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
2014
Q4 		– Sell
-11,500
Closed -$284K – 2386
2014
Q3 		$284K Sell
11,500
-700
-6% -$17.5K 0.01% 1704
2014
Q2 		$308K Hold
12,200
– – 0.01% 1597
2014
Q1 		$304K Buy
+12,200
New +$305K 0.01% 1451

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Janney Montgomery Scott's TDTT Position: Q4 2014 in Review

Janney Montgomery Scott sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2014, closing a stake of 11,500 shares — an estimated $284K sold.

Janney Montgomery Scott first reported a position in TDTT in Q1 2014 and held it in 3 quarters. The position peaked at $308K in Q2 2014. 42 funds tracked by Wall St. Rank hold TDTT as of Q4 2014.

  • Janney Montgomery Scott reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2014 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,500 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2014, an estimated $284K.
  • Janney Montgomery Scott first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2014 and held it in 3 quarters.
  • Janney Montgomery Scott's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $308K in Q2 2014.
  • 42 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2014.

Based on Janney Montgomery Scott's 13F filing for Q4 2014, filed 10 Feb 2015.