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US Financial Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

US Financial Advisors’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-7,772
Closed -$688K – 605
2015
Q2 		$688K Sell
7,772
-28
-0.4% -$2.51K 0.65% 21
2015
Q1 		$691K Sell
7,800
-1,417
-15% -$124K 0.63% 24
2014
Q4 		$807K Buy
+9,217
New +$788K 0.72% 23

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

US Financial Advisors's TILT Position: Q3 2015 in Review

US Financial Advisors sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q3 2015, closing a stake of 7,772 shares — an estimated $688K sold.

US Financial Advisors first reported a position in TILT in Q4 2014 and held it in 3 quarters. The position peaked at $807K in Q4 2014. 24 funds tracked by Wall St. Rank hold TILT as of Q3 2015.

  • US Financial Advisors reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 7,772 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q3 2015, an estimated $688K.
  • US Financial Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $807K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.