Wealthstreet Investment Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.01B AUM 25.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return