Newfound Research’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Newfound Research’s Portfolio SKOR Stock Details SKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-20	Closed	-$1K	–	169
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	80
2019 Q4	$1K	Buy	20 +1	+5%	+$52	﹤0.01%	128
2019 Q3	$1K	Hold	19	–	–	﹤0.01%	138
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	138
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	136
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	119
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	162
2018 Q2	$1K	Sell	19 -2	-10%	-$98	﹤0.01%	150
2018 Q1	$1K	Buy	21 +1	+5%	+$50	﹤0.01%	144
2017 Q4	$1K	Sell	20 -1	-5%	-$51	﹤0.01%	159
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	155
2017 Q2	$1K	Hold	21	–	–	﹤0.01%	153
2017 Q1	$1K	Buy	+21	New	+$1.05K	﹤0.01%	148

Other funds holding SKOR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Newfound Research's SKOR Position: Q2 2020 in Review

Newfound Research sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q2 2020, closing a stake of 20 shares — an estimated $1K sold.

Newfound Research first reported a position in SKOR in Q1 2017 and held it in 13 quarters. The position peaked at $1K in Q1 2020. 15 funds tracked by Wall St. Rank hold SKOR as of Q2 2020.

Newfound Research reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 20 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q2 2020, an estimated $1K.
Newfound Research first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q1 2017 and held it in 13 quarters.
Newfound Research's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $1K in Q1 2020.
15 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.