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Royal Fund Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Royal Fund Management’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-131
Closed -$3K – 509
2017
Q1 		$3K Buy
+131
New +$3.29K ﹤0.01% 350

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
KFS
Kissinger Financial Services Hunt Valley, Maryland $100M AUM 6.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Fund Management's TDTF Position: Q2 2017 in Review

Royal Fund Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2017, closing a stake of 131 shares — an estimated $3K sold.

Royal Fund Management first reported a position in TDTF in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 37 funds tracked by Wall St. Rank hold TDTF as of Q2 2017.

  • Royal Fund Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2017 after selling out during the quarter.
  • Royal Fund Management sold 131 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2017, an estimated $3K.
  • Royal Fund Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2017 and held it in 1 quarter.
  • Royal Fund Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $3K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2017.

Based on Royal Fund Management's 13F filing for Q2 2017, filed 7 May 2020.