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Personal Capital Advisors’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Personal Capital Advisors’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,052
Closed -$270K – 303
2018
Q2 		$270K Buy
+6,052
New +$267K ﹤0.01% 251

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Personal Capital Advisors's QDEF Position: Q3 2018 in Review

Personal Capital Advisors sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q3 2018, closing a stake of 6,052 shares — an estimated $270K sold.

Personal Capital Advisors first reported a position in QDEF in Q2 2018 and held it in 1 quarter. The position peaked at $270K in Q2 2018. 38 funds tracked by Wall St. Rank hold QDEF as of Q3 2018.

  • Personal Capital Advisors reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q3 2018 after selling out during the quarter.
  • Personal Capital Advisors sold 6,052 FlexShares Quality Dividend Defensive Index Fund shares in Q3 2018, an estimated $270K.
  • Personal Capital Advisors first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q2 2018 and held it in 1 quarter.
  • Personal Capital Advisors's FlexShares Quality Dividend Defensive Index Fund position peaked at $270K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q3 2018.

Based on Personal Capital Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.