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

Sageworth 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
2018
Q3 		– Sell
-138
Closed -$3K – 158
2018
Q2 		$3K Buy
+138
New +$3.34K ﹤0.01% 136

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Sageworth Trust's TDTT Position: Q3 2018 in Review

Sageworth Trust sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2018, closing a stake of 138 shares — an estimated $3K sold.

Sageworth Trust first reported a position in TDTT in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 65 funds tracked by Wall St. Rank hold TDTT as of Q3 2018.

  • Sageworth Trust reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2018 after selling out during the quarter.
  • Sageworth Trust sold 138 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2018, an estimated $3K.
  • Sageworth Trust first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2018 and held it in 1 quarter.
  • Sageworth Trust's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $3K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2018.

Based on Sageworth Trust's 13F filing for Q3 2018, filed 30 Oct 2018.