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NewEdge Advisors’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

NewEdge Advisors’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
2024
Q1 		– Sell
-591
Closed -$31.3K – 3935
2023
Q4 		$31.3K Buy
+591
New +$29.4K ﹤0.01% 2397

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

NewEdge Advisors's QLC Position: Q1 2024 in Review

NewEdge Advisors sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2024, closing a stake of 591 shares — an estimated $31.3K sold.

NewEdge Advisors first reported a position in QLC in Q4 2023 and held it in 1 quarter. The position peaked at $31.3K in Q4 2023. 35 funds tracked by Wall St. Rank hold QLC as of Q1 2024.

  • NewEdge Advisors reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 591 FlexShares US Quality Large Cap Index Fund shares in Q1 2024, an estimated $31.3K.
  • NewEdge Advisors first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2023 and held it in 1 quarter.
  • NewEdge Advisors's FlexShares US Quality Large Cap Index Fund position peaked at $31.3K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.