NES
TDTT icon

New England Securities’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

New England Securities’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
Q4 		$49K Buy
+2,004
New +$49.4K 0.02% 601
2014
Q3 		– Sell
-547
Closed -$14K – 1759
2014
Q2 		$14K Buy
+547
New +$13.7K ﹤0.01% 1026

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

New England Securities's TDTT Position: Q4 2014 in Review

New England Securities opened a new position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2014: 2,004 shares worth $49K. The stake represents 0.02% of the portfolio and ranks #601 among its holdings. This is a return to the name: New England Securities previously reported a position in TDTT as recently as Q2 2014.

New England Securities first reported a position in TDTT in Q2 2014 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold TDTT as of Q4 2014.

  • New England Securities held 2,004 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $49K as of Q4 2014.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund was a new New England Securities position in Q4 2014.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.02% of New England Securities's portfolio in Q4 2014, its #601 holding.
  • New England Securities first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2014 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.