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United Capital Financial Advisors’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

United Capital Financial Advisors’s Portfolio IQDF Stock Details IQDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,676
Closed -$381K – 1283
2019
Q4 		$381K Buy
+15,676
New +$364K ﹤0.01% 1062

Other funds holding IQDF

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SAM
Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors's IQDF Position: Q1 2020 in Review

United Capital Financial Advisors sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q1 2020, closing a stake of 15,676 shares — an estimated $381K sold.

United Capital Financial Advisors first reported a position in IQDF in Q4 2019 and held it in 1 quarter. The position peaked at $381K in Q4 2019. 66 funds tracked by Wall St. Rank hold IQDF as of Q1 2020.

  • United Capital Financial Advisors reported no remaining FlexShares International Quality Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,676 FlexShares International Quality Dividend Index Fund shares in Q1 2020, an estimated $381K.
  • United Capital Financial Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's FlexShares International Quality Dividend Index Fund position peaked at $381K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.