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

Valeo 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
2019
Q3 		– Sell
-101
Closed -$2K – 1616
2019
Q2 		$2K Buy
+101
New +$2.33K ﹤0.01% 1408

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3AM
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MIS
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UBS Group
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Envestnet Asset Management
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Morgan Stanley
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RJFSA
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Valeo Financial Advisors's IQDF Position: Q3 2019 in Review

Valeo Financial Advisors sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q3 2019, closing a stake of 101 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in IQDF in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 75 funds tracked by Wall St. Rank hold IQDF as of Q3 2019.

  • Valeo Financial Advisors reported no remaining FlexShares International Quality Dividend Index Fund position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 101 FlexShares International Quality Dividend Index Fund shares in Q3 2019, an estimated $2K.
  • Valeo Financial Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's FlexShares International Quality Dividend Index Fund position peaked at $2K in Q2 2019.
  • 75 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.