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Schneider Downs Wealth Management Advisors’s Northern Trust Quality Dividend ETF 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 $860B AUM 41.15% 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 $30.4B AUM 27.51% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors sold out of Northern Trust Quality Dividend ETF (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 Northern Trust Quality Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 7,300 Northern Trust Quality Dividend ETF shares in Q4 2020, an estimated $326K.
  • Schneider Downs Wealth Management Advisors first reported a position in Northern Trust Quality Dividend ETF in Q1 2020 and held it in 3 quarters.
  • Schneider Downs Wealth Management Advisors's Northern Trust Quality Dividend ETF position peaked at $326K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held Northern Trust Quality Dividend ETF as of Q4 2020.

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