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Cavalier Investments’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Cavalier Investments’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
2015
Q4 		– Sell
-22,662
Closed -$689K – 114
2015
Q3 		$689K Buy
+22,662
New +$691K 0.58% 29

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cavalier Investments's FLRN Position: Q4 2015 in Review

Cavalier Investments sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2015, closing a stake of 22,662 shares — an estimated $689K sold.

Cavalier Investments first reported a position in FLRN in Q3 2015 and held it in 1 quarter. The position peaked at $689K in Q3 2015. 40 funds tracked by Wall St. Rank hold FLRN as of Q4 2015.

  • Cavalier Investments reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2015 after selling out during the quarter.
  • Cavalier Investments sold 22,662 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2015, an estimated $689K.
  • Cavalier Investments first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2015 and held it in 1 quarter.
  • Cavalier Investments's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $689K in Q3 2015.
  • 40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2015.

Based on Cavalier Investments's 13F filing for Q4 2015, filed 8 Feb 2016.