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MUFG Americas’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

MUFG Americas’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-824
Closed -$20K – 1240
2015
Q4 		$20K Buy
+824
New +$20.2K ﹤0.01% 709

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MUFG Americas's TDTF Position: Q1 2016 in Review

MUFG Americas sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2016, closing a stake of 824 shares — an estimated $20K sold.

MUFG Americas first reported a position in TDTF in Q4 2015 and held it in 1 quarter. The position peaked at $20K in Q4 2015. 23 funds tracked by Wall St. Rank hold TDTF as of Q1 2016.

  • MUFG Americas reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2016 after selling out during the quarter.
  • MUFG Americas sold 824 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2016, an estimated $20K.
  • MUFG Americas first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2015 and held it in 1 quarter.
  • MUFG Americas's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $20K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2016.

Based on MUFG Americas's 13F filing for Q1 2016, filed 11 May 2016.