Luther King Capital Management (LKCM)
TDTT icon

Luther King Capital Management (LKCM)’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Luther King Capital Management (LKCM)’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
Q3 		– Sell
-26,200
Closed -$662K – 579
2014
Q2 		$662K Buy
+26,200
New +$658K 0.01% 427

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Luther King Capital Management (LKCM)'s TDTT Position: Q3 2014 in Review

Luther King Capital Management (LKCM) sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2014, closing a stake of 26,200 shares — an estimated $662K sold.

Luther King Capital Management (LKCM) first reported a position in TDTT in Q2 2014 and held it in 1 quarter. The position peaked at $662K in Q2 2014. 38 funds tracked by Wall St. Rank hold TDTT as of Q3 2014.

  • Luther King Capital Management (LKCM) reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2014 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 26,200 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2014, an estimated $662K.
  • Luther King Capital Management (LKCM) first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2014 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $662K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2014.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2014, filed 12 Nov 2014.