Patten Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Patten Group’s Portfolio ESG Stock Details ESG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-30	Closed	-$2K	–	294
2018 Q4	$2K	Buy	+30	New	+$1.92K	﹤0.01%	533

Other funds holding ESG

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Patten Group's ESG Position: Q1 2019 in Review

Patten Group sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2019, closing a stake of 30 shares — an estimated $2K sold.

Patten Group first reported a position in ESG in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 16 funds tracked by Wall St. Rank hold ESG as of Q1 2019.

Patten Group reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2019 after selling out during the quarter.
Patten Group sold 30 FlexShares STOXX US ESG Select Index Fund shares in Q1 2019, an estimated $2K.
Patten Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2018 and held it in 1 quarter.
Patten Group's FlexShares STOXX US ESG Select Index Fund position peaked at $2K in Q4 2018.
16 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.