SQA
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Simon Quick Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Simon Quick 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
2017
Q4 		– Sell
-231
Closed -$10K – 556
2017
Q3 		$10K Buy
+231
New +$9.59K ﹤0.01% 426

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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simon Quick Advisors's QDF Position: Q4 2017 in Review

Simon Quick Advisors sold out of FlexShares Quality Dividend Index Fund (QDF) in Q4 2017, closing a stake of 231 shares — an estimated $10K sold.

Simon Quick Advisors first reported a position in QDF in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 91 funds tracked by Wall St. Rank hold QDF as of Q4 2017.

  • Simon Quick Advisors reported no remaining FlexShares Quality Dividend Index Fund position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 231 FlexShares Quality Dividend Index Fund shares in Q4 2017, an estimated $10K.
  • Simon Quick Advisors first reported a position in FlexShares Quality Dividend Index Fund in Q3 2017 and held it in 1 quarter.
  • Simon Quick Advisors's FlexShares Quality Dividend Index Fund position peaked at $10K in Q3 2017.
  • 91 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.