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SVA Wealth Management’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

SVA Wealth Management’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$263K Buy
+4,900
New +$256K 0.02% 208

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SVA Wealth Management's NFRA Position: Q4 2020 in Review

SVA Wealth Management opened a new position in FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q4 2020: 4,900 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings.

71 funds tracked by Wall St. Rank hold NFRA as of Q4 2020.

  • SVA Wealth Management held 4,900 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $263K as of Q4 2020.
  • FlexShares STOXX Global Broad Infrastructure Index Fund was a new SVA Wealth Management position in Q4 2020.
  • FlexShares STOXX Global Broad Infrastructure Index Fund made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #208 holding.
  • 71 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.