AAM
USFR

Ameraudi Asset Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Ameraudi Asset Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,000
Closed -$326K – 40
2020
Q1 		$326K Sell
13,000
-472,267
-97% -$11.8M 0.24% 29
2019
Q4 		$12.2M Buy
+485,267
New +$12.2M 9.62% 4

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MFG
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
W
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Ameraudi Asset Management's USFR Position: Q2 2020 in Review

Ameraudi Asset Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2020, closing a stake of 13,000 shares — an estimated $326K sold.

Ameraudi Asset Management first reported a position in USFR in Q4 2019 and held it in 2 quarters. The position peaked at $12.2M in Q4 2019. 141 funds tracked by Wall St. Rank hold USFR as of Q2 2020.

  • Ameraudi Asset Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2020 after selling out during the quarter.
  • Ameraudi Asset Management sold 13,000 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2020, an estimated $326K.
  • Ameraudi Asset Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2019 and held it in 2 quarters.
  • Ameraudi Asset Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $12.2M in Q4 2019.
  • 141 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2020.

Based on Ameraudi Asset Management's 13F filing for Q2 2020, filed 5 Aug 2020.