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Kore Private Wealth’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Kore Private Wealth’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-425
Closed -$48K – 1000
2020
Q2 		$48K Hold
425
– – 0.01% 466
2020
Q1 		$40K Buy
+425
New +$49.6K 0.01% 459

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kore Private Wealth sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q3 2020, closing a stake of 425 shares — an estimated $48K sold.

Kore Private Wealth first reported a position in TILT in Q1 2020 and held it in 2 quarters. The position peaked at $48K in Q2 2020. 53 funds tracked by Wall St. Rank hold TILT as of Q3 2020.

  • Kore Private Wealth reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 425 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q3 2020, an estimated $48K.
  • Kore Private Wealth first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $48K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2020.

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