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

Cahill 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
2018 Q4	–	Sell	-12,557	Closed	-$387K	–	147
2018 Q3	$387K	Sell	12,557 -5,873	-32%	-$181K	0.17%	117
2018 Q2	$567K	Buy	+18,430	New	+$567K	0.26%	91

Other funds holding FLRN

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

Cahill Financial Advisors's FLRN Position: Q4 2018 in Review

Cahill Financial Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2018, closing a stake of 12,557 shares — an estimated $387K sold.

Cahill Financial Advisors first reported a position in FLRN in Q2 2018 and held it in 2 quarters. The position peaked at $567K in Q2 2018. 287 funds tracked by Wall St. Rank hold FLRN as of Q4 2018.

Cahill Financial Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2018 after selling out during the quarter.
Cahill Financial Advisors sold 12,557 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2018, an estimated $387K.
Cahill Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2018 and held it in 2 quarters.
Cahill Financial Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $567K in Q2 2018.
287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2018.

Based on Cahill Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.