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Raymond James Financial Services Advisors’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Raymond James Financial Services Advisors’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,861
Closed -$931K – 3512
2024
Q2 		$931K Sell
21,861
-19,285
-47% -$819K ﹤0.01% 2132
2024
Q1 		$1.8M Buy
41,146
+7,972
+24% +$348K ﹤0.01% 1699
2023
Q4 		$1.48M Buy
+33,174
New +$1.36M ﹤0.01% 1739

Other funds holding LKOR

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Raymond James Financial Services Advisors's LKOR Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q3 2024, closing a stake of 21,861 shares — an estimated $931K sold.

Raymond James Financial Services Advisors first reported a position in LKOR in Q4 2023 and held it in 3 quarters. The position peaked at $1.8M in Q1 2024. 14 funds tracked by Wall St. Rank hold LKOR as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 21,861 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q3 2024, an estimated $931K.
  • Raymond James Financial Services Advisors first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q4 2023 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $1.8M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.