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Schneider Downs Wealth Management Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,300
Closed -$326K – 104
2020
Q3 		$326K Hold
7,300
– – 0.11% 63
2020
Q2 		$308K Hold
7,300
– – 0.11% 60
2020
Q1 		$263K Buy
+7,300
New +$324K 0.1% 67

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's QDF Position: Q4 2020 in Review

Schneider Downs Wealth Management Advisors sold out of FlexShares Quality Dividend Index Fund (QDF) in Q4 2020, closing a stake of 7,300 shares — an estimated $326K sold.

Schneider Downs Wealth Management Advisors first reported a position in QDF in Q1 2020 and held it in 3 quarters. The position peaked at $326K in Q3 2020. 104 funds tracked by Wall St. Rank hold QDF as of Q4 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining FlexShares Quality Dividend Index Fund position as of Q4 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 7,300 FlexShares Quality Dividend Index Fund shares in Q4 2020, an estimated $326K.
  • Schneider Downs Wealth Management Advisors first reported a position in FlexShares Quality Dividend Index Fund in Q1 2020 and held it in 3 quarters.
  • Schneider Downs Wealth Management Advisors's FlexShares Quality Dividend Index Fund position peaked at $326K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q4 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.