TFF
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The Family Firm’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

The Family Firm’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,200
Closed -$214K – 134
2017
Q3 		$214K Buy
+3,200
New +$208K 0.09% 118

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

The Family Firm's TLTD Position: Q4 2017 in Review

The Family Firm sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q4 2017, closing a stake of 3,200 shares — an estimated $214K sold.

The Family Firm first reported a position in TLTD in Q3 2017 and held it in 1 quarter. The position peaked at $214K in Q3 2017. 31 funds tracked by Wall St. Rank hold TLTD as of Q4 2017.

  • The Family Firm reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q4 2017 after selling out during the quarter.
  • The Family Firm sold 3,200 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q4 2017, an estimated $214K.
  • The Family Firm first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q3 2017 and held it in 1 quarter.
  • The Family Firm's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $214K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q4 2017.

Based on The Family Firm's 13F filing for Q4 2017, filed 7 Feb 2018.