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PacWest Financial Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

PacWest Financial Management’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$5M Buy
+20,225
New +$500K 0.3% 70

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

PacWest Financial Management's TDTT Position: Q4 2016 in Review

PacWest Financial Management opened a new position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2016: 20,225 shares worth $5M. The stake represents 0.3% of the portfolio and ranks #70 among its holdings.

46 funds tracked by Wall St. Rank hold TDTT as of Q4 2016.

  • PacWest Financial Management held 20,225 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $5M as of Q4 2016.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund was a new PacWest Financial Management position in Q4 2016.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up 0.3% of PacWest Financial Management's portfolio in Q4 2016, its #70 holding.
  • 46 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.