OWM
IQDE

Orgel Wealth Management’s FlexShares International Quality Dividend Defensive Index Fund IQDE Stock Holding History

Orgel Wealth Management’s Portfolio IQDE Stock Details IQDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,385
Closed -$237K – 44
2018
Q1 		$237K Buy
+9,385
New +$242K 0.06% 34

Other funds holding IQDE

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orgel Wealth Management's IQDE Position: Q2 2018 in Review

Orgel Wealth Management sold out of FlexShares International Quality Dividend Defensive Index Fund (IQDE) in Q2 2018, closing a stake of 9,385 shares — an estimated $237K sold.

Orgel Wealth Management first reported a position in IQDE in Q1 2018 and held it in 1 quarter. The position peaked at $237K in Q1 2018. 13 funds tracked by Wall St. Rank hold IQDE as of Q2 2018.

  • Orgel Wealth Management reported no remaining FlexShares International Quality Dividend Defensive Index Fund position as of Q2 2018 after selling out during the quarter.
  • Orgel Wealth Management sold 9,385 FlexShares International Quality Dividend Defensive Index Fund shares in Q2 2018, an estimated $237K.
  • Orgel Wealth Management first reported a position in FlexShares International Quality Dividend Defensive Index Fund in Q1 2018 and held it in 1 quarter.
  • Orgel Wealth Management's FlexShares International Quality Dividend Defensive Index Fund position peaked at $237K in Q1 2018.
  • 13 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Defensive Index Fund as of Q2 2018.

Based on Orgel Wealth Management's 13F filing for Q2 2018, filed 16 Jul 2018.