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Sonora Investment Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Sonora Investment 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
Q3 		– Sell
-349
Closed -$8.71K – 1220
2017
Q2 		$8.71K Buy
+349
New +$8.78K ﹤0.01% 757

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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonora Investment Management's TDTF Position: Q3 2017 in Review

Sonora Investment Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q3 2017, closing a stake of 349 shares — an estimated $8.71K sold.

Sonora Investment Management first reported a position in TDTF in Q2 2017 and held it in 1 quarter. The position peaked at $8.71K in Q2 2017. 29 funds tracked by Wall St. Rank hold TDTF as of Q3 2017.

  • Sonora Investment Management reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 349 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2017, an estimated $8.71K.
  • Sonora Investment Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2017 and held it in 1 quarter.
  • Sonora Investment Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $8.71K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.