Advocacy Wealth Management Services’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Advocacy Wealth Management Services’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	-16,641	Closed	-$512K	–	145
2019 Q3	$512K	Buy	16,641 +1,509	+10%	+$46.3K	0.34%	22
2019 Q2	$465K	Buy	15,132 +14,104	+1,372%	+$433K	0.34%	21
2019 Q1	$32K	Buy	1,028 +71	+7%	+$2.17K	0.03%	48
2018 Q4	$29K	Hold	957	–	–	0.02%	61
2018 Q3	$29K	Hold	957	–	–	0.02%	66
2018 Q2	$29K	Hold	957	–	–	0.02%	60
2018 Q1	$29K	Hold	957	–	–	0.02%	62
2017 Q4	$29K	Buy	+957	New	+$29.4K	0.02%	79

Other funds holding FLRN

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Advocacy Wealth Management Services's FLRN Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2019, closing a stake of 16,641 shares — an estimated $512K sold.

Advocacy Wealth Management Services first reported a position in FLRN in Q4 2017 and held it in 8 quarters. The position peaked at $512K in Q3 2019. 305 funds tracked by Wall St. Rank hold FLRN as of Q4 2019.

Advocacy Wealth Management Services reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 16,641 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2019, an estimated $512K.
Advocacy Wealth Management Services first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2017 and held it in 8 quarters.
Advocacy Wealth Management Services's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $512K 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 Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.