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Planning Alternatives’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Planning Alternatives’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,248
Closed -$294K – 47
2020
Q3 		$294K Buy
+5,248
New +$295K 0.06% 39

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

Planning Alternatives's TLTD Position: Q4 2020 in Review

Planning Alternatives sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q4 2020, closing a stake of 5,248 shares — an estimated $294K sold.

Planning Alternatives first reported a position in TLTD in Q3 2020 and held it in 1 quarter. The position peaked at $294K in Q3 2020. 49 funds tracked by Wall St. Rank hold TLTD as of Q4 2020.

  • Planning Alternatives reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q4 2020 after selling out during the quarter.
  • Planning Alternatives sold 5,248 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q4 2020, an estimated $294K.
  • Planning Alternatives first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q3 2020 and held it in 1 quarter.
  • Planning Alternatives's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $294K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q4 2020.

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