SWM
QDEF icon

Sugarloaf Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Sugarloaf Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,955
Closed -$71K – 722
2020
Q1 		$71K Buy
1,955
+15
+0.8% +$665 0.03% 179
2019
Q4 		$93K Buy
+1,940
New +$90.5K 0.04% 187

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return

Sugarloaf Wealth Management's QDEF Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q2 2020, closing a stake of 1,955 shares — an estimated $71K sold.

Sugarloaf Wealth Management first reported a position in QDEF in Q4 2019 and held it in 2 quarters. The position peaked at $93K in Q4 2019. 64 funds tracked by Wall St. Rank hold QDEF as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,955 FlexShares Quality Dividend Defensive Index Fund shares in Q2 2020, an estimated $71K.
  • Sugarloaf Wealth Management first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's FlexShares Quality Dividend Defensive Index Fund position peaked at $93K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.