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

Wealthstreet Investment 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
2018
Q4 		– Sell
-4,300
Closed -$513K – 345
2018
Q3 		$513K Hold
4,300
– – 0.06% 235
2018
Q2 		$489K Hold
4,300
– – 0.06% 242
2018
Q1 		$472K Hold
4,300
– – 0.06% 240
2017
Q4 		$481K Buy
+4,300
New +$468K 0.06% 234

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthstreet Investment Advisors's TILT Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q4 2018, closing a stake of 4,300 shares — an estimated $513K sold.

Wealthstreet Investment Advisors first reported a position in TILT in Q4 2017 and held it in 4 quarters. The position peaked at $513K in Q3 2018. 47 funds tracked by Wall St. Rank hold TILT as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,300 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q4 2018, an estimated $513K.
  • Wealthstreet Investment Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $513K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.