RJT
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Raymond James Trust’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Raymond James Trust’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
2019
Q1 		– Sell
-8,882
Closed -$212K – 907
2018
Q4 		$212K Hold
8,882
– – 0.01% 721
2018
Q3 		$213K Hold
8,882
– – 0.01% 788
2018
Q2 		$216K Buy
+8,882
New +$215K 0.01% 755

Other funds holding TDTT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Raymond James Trust's TDTT Position: Q1 2019 in Review

Raymond James Trust sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q1 2019, closing a stake of 8,882 shares — an estimated $212K sold.

Raymond James Trust first reported a position in TDTT in Q2 2018 and held it in 3 quarters. The position peaked at $216K in Q2 2018. 68 funds tracked by Wall St. Rank hold TDTT as of Q1 2019.

  • Raymond James Trust reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q1 2019 after selling out during the quarter.
  • Raymond James Trust sold 8,882 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2019, an estimated $212K.
  • Raymond James Trust first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 3 quarters.
  • Raymond James Trust's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $216K in Q2 2018.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2019.

Based on Raymond James Trust's 13F filing for Q1 2019, filed 15 Apr 2019.