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Kore Private Wealth’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Kore Private Wealth’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-170
Closed -$8K – 801
2020
Q2 		$8K Hold
170
– – ﹤0.01% 833
2020
Q1 		$7K Buy
+170
New +$8.68K ﹤0.01% 749

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kore Private Wealth's NFRA Position: Q3 2020 in Review

Kore Private Wealth sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q3 2020, closing a stake of 170 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in NFRA in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 64 funds tracked by Wall St. Rank hold NFRA as of Q3 2020.

  • Kore Private Wealth reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 170 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q3 2020, an estimated $8K.
  • Kore Private Wealth first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $8K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.