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

Optimum 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
2019
Q4 		– Sell
-410
Closed -$9K – 978
2019
Q3 		$9K Buy
+410
New +$9.19K ﹤0.01% 814

Other funds holding IQDF

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Royal Bank of Canada
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Optimum Investment Advisors's IQDF Position: Q4 2019 in Review

Optimum Investment Advisors sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2019, closing a stake of 410 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in IQDF in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 81 funds tracked by Wall St. Rank hold IQDF as of Q4 2019.

  • Optimum Investment Advisors reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 410 FlexShares International Quality Dividend Index Fund shares in Q4 2019, an estimated $9K.
  • Optimum Investment Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's FlexShares International Quality Dividend Index Fund position peaked at $9K in Q3 2019.
  • 81 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.