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

Barber Financial Group’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
Q2 		– Sell
-144,353
Closed -$4.43M – 146
2019
Q1 		$4.43M Buy
144,353
+15,415
+12% +$471K 0.87% 28
2018
Q4 		$3.92M Buy
+128,938
New +$3.95M 0.84% 26

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 $7.6B AUM 23.97% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barber Financial Group's FLRN Position: Q2 2019 in Review

Barber Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2019, closing a stake of 144,353 shares — an estimated $4.43M sold.

Barber Financial Group first reported a position in FLRN in Q4 2018 and held it in 2 quarters. The position peaked at $4.43M in Q1 2019. 296 funds tracked by Wall St. Rank hold FLRN as of Q2 2019.

  • Barber Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2019 after selling out during the quarter.
  • Barber Financial Group sold 144,353 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2019, an estimated $4.43M.
  • Barber Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 2 quarters.
  • Barber Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $4.43M in Q1 2019.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2019.

Based on Barber Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.