All Terrain Financial Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

All Terrain Financial Advisors’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
2020 Q2	–	Sell	-214,000	Closed	-$6.29M	–	119
2020 Q1	$6.29M	Sell	214,000 -212,000	-50%	-$6.4M	2.55%	9
2019 Q4	$13.1M	Hold	426,000	–	–	4.26%	4
2019 Q3	$13.1M	Hold	426,000	–	–	4.4%	4
2019 Q2	$13.1M	Buy	+426,000	New	+$13.1M	4.46%	5

Other funds holding FLRN

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

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

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

All Terrain Financial Advisors's FLRN Position: Q2 2020 in Review

All Terrain Financial Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2020, closing a stake of 214,000 shares — an estimated $6.29M sold.

All Terrain Financial Advisors first reported a position in FLRN in Q2 2019 and held it in 4 quarters. The position peaked at $13.1M in Q3 2019. 265 funds tracked by Wall St. Rank hold FLRN as of Q2 2020.

All Terrain Financial Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2020 after selling out during the quarter.
All Terrain Financial Advisors sold 214,000 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2020, an estimated $6.29M.
All Terrain Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2019 and held it in 4 quarters.
All Terrain Financial Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $13.1M in Q3 2019.
265 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2020.

Based on All Terrain Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.