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McDonald Partners’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

McDonald Partners’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-319
Closed -$16.7K – 595
2021
Q4 		$16.7K Buy
+319
New +$16.1K 0.02% 163

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McDonald Partners's QLC Position: Q1 2022 in Review

McDonald Partners sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2022, closing a stake of 319 shares — an estimated $16.7K sold.

McDonald Partners first reported a position in QLC in Q4 2021 and held it in 1 quarter. The position peaked at $16.7K in Q4 2021. 34 funds tracked by Wall St. Rank hold QLC as of Q1 2022.

  • McDonald Partners reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 319 FlexShares US Quality Large Cap Index Fund shares in Q1 2022, an estimated $16.7K.
  • McDonald Partners first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's FlexShares US Quality Large Cap Index Fund position peaked at $16.7K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.