LifePlan Financial Group’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

LifePlan Financial Group’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
2019 Q3	–	Sell	-230	Closed	-$15K	–	554
2019 Q2	$15K	Hold	230	–	–	0.01%	370
2019 Q1	$15K	Hold	230	–	–	0.01%	371
2018 Q4	$13K	Hold	230	–	–	0.01%	366
2018 Q3	$14K	Hold	230	–	–	0.01%	361
2018 Q2	$14K	Hold	230	–	–	0.01%	357
2018 Q1	$14K	Buy	+230	New	+$14K	0.01%	344

Other funds holding GQRE

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

LifePlan Financial Group's GQRE Position: Q3 2019 in Review

LifePlan Financial Group sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q3 2019, closing a stake of 230 shares — an estimated $15K sold.

LifePlan Financial Group first reported a position in GQRE in Q1 2018 and held it in 6 quarters. The position peaked at $15K in Q2 2019. 43 funds tracked by Wall St. Rank hold GQRE as of Q3 2019.

LifePlan Financial Group reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q3 2019 after selling out during the quarter.
LifePlan Financial Group sold 230 FlexShares Global Quality Real Estate Index Fund shares in Q3 2019, an estimated $15K.
LifePlan Financial Group first reported a position in FlexShares Global Quality Real Estate Index Fund in Q1 2018 and held it in 6 quarters.
LifePlan Financial Group's FlexShares Global Quality Real Estate Index Fund position peaked at $15K in Q2 2019.
43 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.