MCIA
QDYN

Mountain Capital Investment Advisors’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

Mountain Capital Investment Advisors’s Portfolio QDYN Stock Details QDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,686
Closed -$70K – 461
2017
Q3 		$70K Hold
1,686
– – 0.06% 91
2017
Q2 		$68K Buy
+1,686
New +$67.2K 0.07% 109

Other funds holding QDYN

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mountain Capital Investment Advisors's QDYN Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q4 2017, closing a stake of 1,686 shares — an estimated $70K sold.

Mountain Capital Investment Advisors first reported a position in QDYN in Q2 2017 and held it in 2 quarters. The position peaked at $70K in Q3 2017. 10 funds tracked by Wall St. Rank hold QDYN as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,686 FlexShares Quality Dividend Dynamic Index Fund shares in Q4 2017, an estimated $70K.
  • Mountain Capital Investment Advisors first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's FlexShares Quality Dividend Dynamic Index Fund position peaked at $70K in Q3 2017.
  • 10 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.