PA
TILT icon

Planning Alternatives’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Planning Alternatives’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,727
Closed -$577K – 46
2020
Q3 		$577K Buy
+4,727
New +$573K 0.11% 33

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Planning Alternatives's TILT Position: Q4 2020 in Review

Planning Alternatives sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q4 2020, closing a stake of 4,727 shares — an estimated $577K sold.

Planning Alternatives first reported a position in TILT in Q3 2020 and held it in 1 quarter. The position peaked at $577K in Q3 2020. 57 funds tracked by Wall St. Rank hold TILT as of Q4 2020.

  • Planning Alternatives reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q4 2020 after selling out during the quarter.
  • Planning Alternatives sold 4,727 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q4 2020, an estimated $577K.
  • Planning Alternatives first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2020 and held it in 1 quarter.
  • Planning Alternatives's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $577K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q4 2020.

Based on Planning Alternatives's 13F filing for Q4 2020, filed 29 Jan 2021.