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

American 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
2019
Q3 		– Sell
-8,569
Closed -$263K – 92
2019
Q2 		$263K Sell
8,569
-5,640
-40% -$173K 0.05% 85
2019
Q1 		$436K Sell
14,209
-417,233
-97% -$12.8M 0.09% 65
2018
Q4 		$13.1M Buy
+431,442
New +$13.2M 2.87% 15

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

American Financial Advisors's FLRN Position: Q3 2019 in Review

American Financial Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2019, closing a stake of 8,569 shares — an estimated $263K sold.

American Financial Advisors first reported a position in FLRN in Q4 2018 and held it in 3 quarters. The position peaked at $13.1M in Q4 2018. 278 funds tracked by Wall St. Rank hold FLRN as of Q3 2019.

  • American Financial Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2019 after selling out during the quarter.
  • American Financial Advisors sold 8,569 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2019, an estimated $263K.
  • American Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 3 quarters.
  • American Financial Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $13.1M in Q4 2018.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2019.

Based on American Financial Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.