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Acima Private Wealth’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Acima Private Wealth’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-374
Closed -$11K – 297
2019
Q3 		$11K Buy
+374
New +$11.5K 0.01% 229

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MFG
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KeyBank National Association
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Bank of America
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VA
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Wells Fargo
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MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Acima Private Wealth's FLRN Position: Q4 2019 in Review

Acima Private Wealth sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2019, closing a stake of 374 shares — an estimated $11K sold.

Acima Private Wealth first reported a position in FLRN in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 305 funds tracked by Wall St. Rank hold FLRN as of Q4 2019.

  • Acima Private Wealth reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2019 after selling out during the quarter.
  • Acima Private Wealth sold 374 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2019, an estimated $11K.
  • Acima Private Wealth first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2019 and held it in 1 quarter.
  • Acima Private Wealth's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $11K in Q3 2019.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2019.

Based on Acima Private Wealth's 13F filing for Q4 2019, filed 24 Jan 2020.