River Wealth Advisors’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

River Wealth Advisors’s Portfolio QDYN Stock Details QDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-287	Closed	-$11K	–	536
2018 Q4	$11K	Hold	287	–	–	﹤0.01%	414
2018 Q3	$13K	Hold	287	–	–	﹤0.01%	431
2018 Q2	$13K	Buy	+287	New	+$12.5K	0.01%	418

Other funds holding QDYN

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

River Wealth Advisors's QDYN Position: Q1 2019 in Review

River Wealth Advisors sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q1 2019, closing a stake of 287 shares — an estimated $11K sold.

River Wealth Advisors first reported a position in QDYN in Q2 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 12 funds tracked by Wall St. Rank hold QDYN as of Q1 2019.

River Wealth Advisors reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 287 FlexShares Quality Dividend Dynamic Index Fund shares in Q1 2019, an estimated $11K.
River Wealth Advisors first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's FlexShares Quality Dividend Dynamic Index Fund position peaked at $13K in Q3 2018.
12 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.