MWC
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MKD Wealth Coaches’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

MKD Wealth Coaches’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-400
Closed -$24K – 185
2019
Q2 		$24K Buy
+400
New +$24.4K 0.02% 121

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MKD Wealth Coaches's TLTD Position: Q3 2019 in Review

MKD Wealth Coaches sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q3 2019, closing a stake of 400 shares — an estimated $24K sold.

MKD Wealth Coaches first reported a position in TLTD in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 44 funds tracked by Wall St. Rank hold TLTD as of Q3 2019.

  • MKD Wealth Coaches reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 400 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q3 2019, an estimated $24K.
  • MKD Wealth Coaches first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q2 2019 and held it in 1 quarter.
  • MKD Wealth Coaches's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $24K in Q2 2019.
  • 44 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.