Wealthcare Advisory Partners’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Wealthcare Advisory Partners’s Portfolio SKOR Stock Details SKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-172	Closed	-$9K	–	1577
2019 Q4	$9K	Sell	172 -1,412	-89%	-$73.9K	﹤0.01%	984
2019 Q3	$83K	Sell	1,584 -51	-3%	-$2.66K	0.01%	436
2019 Q2	$85K	Buy	+1,635	New	+$83.1K	0.01%	412

Other funds holding SKOR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthcare Advisory Partners's SKOR Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2020, closing a stake of 172 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in SKOR in Q2 2019 and held it in 3 quarters. The position peaked at $85K in Q2 2019. 15 funds tracked by Wall St. Rank hold SKOR as of Q1 2020.

Wealthcare Advisory Partners reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 172 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2020, an estimated $9K.
Wealthcare Advisory Partners first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q2 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $85K in Q2 2019.
15 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.