PO
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Private Ocean’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Private Ocean’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-619
Closed -$15K – 195
2016
Q3 		$15K Buy
+619
New +$15.3K 0.01% 146

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
PFM
PacWest Financial Management Phoenix, Arizona $1.69B AUM 8.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Private Ocean's TDTT Position: Q4 2016 in Review

Private Ocean sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2016, closing a stake of 619 shares — an estimated $15K sold.

Private Ocean first reported a position in TDTT in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 46 funds tracked by Wall St. Rank hold TDTT as of Q4 2016.

  • Private Ocean reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2016 after selling out during the quarter.
  • Private Ocean sold 619 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2016, an estimated $15K.
  • Private Ocean first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2016 and held it in 1 quarter.
  • Private Ocean's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $15K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2016.

Based on Private Ocean's 13F filing for Q4 2016, filed 9 Feb 2017.