UCFA
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United Capital Financial Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

United Capital Financial Advisors’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,214
Closed -$367K – 1226
2020
Q3 		$367K Hold
14,214
– – ﹤0.01% 905
2020
Q2 		$359K Buy
14,214
+7
+0% +$175 ﹤0.01% 963
2020
Q1 		$349K Hold
14,207
– – ﹤0.01% 942
2019
Q4 		$351K Buy
14,207
+2,958
+26% +$72.8K ﹤0.01% 1087
2019
Q3 		$277K Buy
11,249
+10
+0.1% +$246 ﹤0.01% 1101
2019
Q2 		$277K Buy
11,239
+7
+0.1% +$171 ﹤0.01% 1250
2019
Q1 		$273K Buy
+11,232
New +$270K ﹤0.01% 1160

Other funds holding TDTT

WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's TDTT Position: Q4 2020 in Review

United Capital Financial Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2020, closing a stake of 14,214 shares — an estimated $367K sold.

United Capital Financial Advisors first reported a position in TDTT in Q1 2019 and held it in 7 quarters. The position peaked at $367K in Q3 2020. 68 funds tracked by Wall St. Rank hold TDTT as of Q4 2020.

  • United Capital Financial Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,214 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2020, an estimated $367K.
  • United Capital Financial Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2019 and held it in 7 quarters.
  • United Capital Financial Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $367K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.