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QDEF icon

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

Ranch 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
2021
Q1 		– Sell
-322
Closed -$15K – 899
2020
Q4 		$15K Hold
322
– – 0.01% 544
2020
Q3 		$14K Hold
322
– – 0.01% 558
2020
Q2 		$14K Buy
+322
New +$13.1K 0.01% 568

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Ranch Capital Advisors's QDEF Position: Q1 2021 in Review

Ranch Capital Advisors sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q1 2021, closing a stake of 322 shares — an estimated $15K sold.

Ranch Capital Advisors first reported a position in QDEF in Q2 2020 and held it in 3 quarters. The position peaked at $15K in Q4 2020. 72 funds tracked by Wall St. Rank hold QDEF as of Q1 2021.

  • Ranch Capital Advisors reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q1 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 322 FlexShares Quality Dividend Defensive Index Fund shares in Q1 2021, an estimated $15K.
  • Ranch Capital Advisors first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q2 2020 and held it in 3 quarters.
  • Ranch Capital Advisors's FlexShares Quality Dividend Defensive Index Fund position peaked at $15K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2021.

Based on Ranch Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.