Whitegate Investment Counselors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Whitegate Investment Counselors’s Portfolio QDF Stock Details QDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	$221K	Buy	+6,125	New	+$201K	0.06%	138

Other funds holding QDF

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Whitegate Investment Counselors's QDF Position: Q1 2014 in Review

Whitegate Investment Counselors opened a new position in FlexShares Quality Dividend Index Fund (QDF) in Q1 2014: 6,125 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings.

22 funds tracked by Wall St. Rank hold QDF as of Q1 2014.

Whitegate Investment Counselors held 6,125 shares of FlexShares Quality Dividend Index Fund worth $221K as of Q1 2014.
FlexShares Quality Dividend Index Fund was a new Whitegate Investment Counselors position in Q1 2014.
FlexShares Quality Dividend Index Fund made up 0.06% of Whitegate Investment Counselors's portfolio in Q1 2014, its #138 holding.
22 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2014.

Based on Whitegate Investment Counselors's 13F filing for Q1 2014, filed 5 May 2016.