UBS Group
TLDH

UBS Group’s FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund TLDH Stock Holding History

UBS Group’s Portfolio TLDH Stock Details TLDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-49
Closed -$1K – 9215
2020
Q3 		$1K Buy
+49
New +$1.25K ﹤0.01% 7926
2020
Q2 		– Sell
-1,276
Closed -$28K – 8784
2020
Q1 		$28K Buy
1,276
+34
+3% +$901 ﹤0.01% 6282
2019
Q4 		$36K Buy
1,242
+61
+5% +$1.75K ﹤0.01% 6554
2019
Q3 		$33K Sell
1,181
-923
-44% -$25K ﹤0.01% 6443
2019
Q2 		$57K Buy
2,104
+69
+3% +$1.89K ﹤0.01% 5812
2019
Q1 		$55K Buy
2,035
+388
+24% +$10.3K ﹤0.01% 5484
2018
Q4 		$40K Sell
1,647
-1,300
-44% -$34K ﹤0.01% 6298
2018
Q3 		$84K Buy
2,947
+2,582
+707% +$72.8K ﹤0.01% 5744
2018
Q2 		$10K Buy
+365
New +$10.5K ﹤0.01% 7175

Other funds holding TLDH

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's TLDH Position: Q4 2020 in Review

UBS Group sold out of FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund (TLDH) in Q4 2020, closing a stake of 49 shares — an estimated $1K sold.

UBS Group first reported a position in TLDH in Q2 2018 and held it in 9 quarters. The position peaked at $84K in Q3 2018. 3 funds tracked by Wall St. Rank hold TLDH as of Q4 2020.

  • UBS Group reported no remaining FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund position as of Q4 2020 after selling out during the quarter.
  • UBS Group sold 49 FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund shares in Q4 2020, an estimated $1K.
  • UBS Group first reported a position in FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund in Q2 2018 and held it in 9 quarters.
  • UBS Group's FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund position peaked at $84K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund as of Q4 2020.

Based on UBS Group's 13F filing for Q4 2020, filed 11 Feb 2021.