Number of Shares
67,965.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
2.31%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
48.48%

HC FINANCIAL ADVISORS INC's FlexShares Quality Dividend Index Fund Holding Summary

As of 2022-06-30, HC FINANCIAL ADVISORS INC held 67,965.00 shares of FlexShares Quality Dividend Index Fund(QDF), totaling $3.45 Mil. This investment constitutes 2.31% of their stock portfolio, and HC FINANCIAL ADVISORS INC now holds 0.23% of the outstanding FlexShares Quality Dividend Index Fund(QDF) stock.

The initial trade took place in 2018Q4. And since then HC FINANCIAL ADVISORS INC has made 10 purchases of QDF, at an average price of $47.03, for a total of 73,826.00 shares. In addition, there have been 5 sales at an average price of $47.08 for 5,861.00 shares. Based on historical transaction data and QDF's current price of $71.79, HC FINANCIAL ADVISORS INC's estimated gain on his QDF holdings is $1.68 Mil, reflecting a 48.48% gain to date.

HC FINANCIAL ADVISORS INC QDF ($71.79) Holding Chart

HC FINANCIAL ADVISORS INC QDF ($71.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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