BMM
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Buffington Mohr McNeal’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Buffington Mohr McNeal’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,863
Closed -$95K – 190
2019
Q1 		$95K Buy
+1,863
New +$94.5K 0.03% 150
2015
Q4 		– Sell
-5,568
Closed -$281K – 142
2015
Q3 		$281K Sell
5,568
-15
-0.3% -$759 0.18% 51
2015
Q2 		$282K Sell
5,583
-9,340
-63% -$473K 0.16% 57
2015
Q1 		$756K Sell
14,923
-1,740
-10% -$88.1K 0.42% 39
2014
Q4 		$842K Sell
16,663
-1,540
-8% -$78.1K 0.48% 38
2014
Q3 		$925K Sell
18,203
-936
-5% -$47.5K 0.52% 37
2014
Q2 		$972K Buy
19,139
+61
+0.3% +$3.1K 0.54% 36
2014
Q1 		$967K Sell
19,078
-4,110
-18% -$208K 0.58% 35
2013
Q4 		$1.18M Buy
23,188
+745
+3% +$37.7K 0.72% 30
2013
Q3 		$1.14M Buy
22,443
+5,745
+34% +$291K 0.71% 32
2013
Q2 		$845K Buy
+16,698
New +$846K 0.56% 35

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Buffington Mohr McNeal's FLOT Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2019, closing a stake of 1,863 shares — an estimated $95K sold.

Buffington Mohr McNeal first reported a position in FLOT in Q2 2013 and held it in 11 quarters. The position peaked at $1.18M in Q4 2013. 520 funds tracked by Wall St. Rank hold FLOT as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining iShares Floating Rate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 1,863 iShares Floating Rate Bond ETF shares in Q2 2019, an estimated $95K.
  • Buffington Mohr McNeal first reported a position in iShares Floating Rate Bond ETF in Q2 2013 and held it in 11 quarters.
  • Buffington Mohr McNeal's iShares Floating Rate Bond ETF position peaked at $1.18M in Q4 2013.
  • 520 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.