TFF
TILT icon

The Family Firm’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

The Family Firm’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,700
Closed -$264K – 121
2017
Q1 		$264K Hold
9,700
– – 0.13% 95
2016
Q4 		$245K Hold
9,700
– – 0.12% 100
2016
Q3 		$251K Buy
+9,700
New +$870K 0.12% 98

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

The Family Firm's TILT Position: Q2 2017 in Review

The Family Firm sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q2 2017, closing a stake of 9,700 shares — an estimated $264K sold.

The Family Firm first reported a position in TILT in Q3 2016 and held it in 3 quarters. The position peaked at $264K in Q1 2017. 33 funds tracked by Wall St. Rank hold TILT as of Q2 2017.

  • The Family Firm reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q2 2017 after selling out during the quarter.
  • The Family Firm sold 9,700 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2017, an estimated $264K.
  • The Family Firm first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q3 2016 and held it in 3 quarters.
  • The Family Firm's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $264K in Q1 2017.
  • 33 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2017.

Based on The Family Firm's 13F filing for Q2 2017, filed 8 Aug 2017.