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Transamerica Financial Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Transamerica Financial Advisors’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
2016
Q4 		– Sell
-242
Closed -$7K – 469
2016
Q3 		$7K Hold
242
– – ﹤0.01% 270
2016
Q2 		$7K Buy
+242
New +$6.13K ﹤0.01% 261

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFS
Kissinger Financial Services Hunt Valley, Maryland $100M AUM 6.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Transamerica Financial Advisors's TDTF Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2016, closing a stake of 242 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in TDTF in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2016. 34 funds tracked by Wall St. Rank hold TDTF as of Q4 2016.

  • Transamerica Financial Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 242 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2016, an estimated $7K.
  • Transamerica Financial Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2016 and held it in 2 quarters.
  • Transamerica Financial Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $7K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.