PA
TLTD icon

Planning Alternatives’s Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF 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 $860B AUM 41.15% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 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 $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return

Planning Alternatives's TLTD Position: Q4 2020 in Review

Planning Alternatives sold out of Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF (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 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF position as of Q4 2020 after selling out during the quarter.
  • Planning Alternatives sold 5,248 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF shares in Q4 2020, an estimated $294K.
  • Planning Alternatives first reported a position in Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF in Q3 2020 and held it in 1 quarter.
  • Planning Alternatives's Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF position peaked at $294K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF as of Q4 2020.

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