NIA
IQDF icon

Northstar Investment Advisors’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Northstar Investment Advisors’s Portfolio IQDF Stock Details IQDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,975
Closed -$216K – 117
2018
Q3 		$216K Hold
8,975
– – 0.04% 102
2018
Q2 		$218K Buy
+8,975
New +$232K 0.05% 104

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northstar Investment Advisors's IQDF Position: Q4 2018 in Review

Northstar Investment Advisors sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2018, closing a stake of 8,975 shares — an estimated $216K sold.

Northstar Investment Advisors first reported a position in IQDF in Q2 2018 and held it in 2 quarters. The position peaked at $218K in Q2 2018. 73 funds tracked by Wall St. Rank hold IQDF as of Q4 2018.

  • Northstar Investment Advisors reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2018 after selling out during the quarter.
  • Northstar Investment Advisors sold 8,975 FlexShares International Quality Dividend Index Fund shares in Q4 2018, an estimated $216K.
  • Northstar Investment Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q2 2018 and held it in 2 quarters.
  • Northstar Investment Advisors's FlexShares International Quality Dividend Index Fund position peaked at $218K in Q2 2018.
  • 73 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2018.

Based on Northstar Investment Advisors's 13F filing for Q4 2018, filed 11 Jan 2019.