Cedar Hill Associates’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Cedar Hill Associates’s Portfolio FLTR Stock Details FLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$14.5M	Sell	589,098 -309,912	-34%	-$7.77M	5.57%	1
2018 Q3	$22.8M	Buy	899,010 +8,277	+0.9%	+$209K	5.12%	2
2018 Q2	$22.5M	Buy	890,733 +721,360	+426%	+$18.2M	4.68%	2
2018 Q1	$4.28M	Buy	+169,373	New	+$4.29M	0.85%	51

Other funds holding FLTR

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Cedar Hill Associates's FLTR Position: Q4 2018 in Review

Cedar Hill Associates reduced its VanEck IG Floating Rate ETF (FLTR) stake by 34% in Q4 2018, selling an estimated $7.77M and leaving 589,098 shares worth $14.5M. The position accounts for 5.57% of the portfolio, ranked #1.

Cedar Hill Associates first reported a position in FLTR in Q1 2018 and has held it in 4 quarters since. The position peaked at $22.8M in Q3 2018. 80 funds tracked by Wall St. Rank hold FLTR as of Q4 2018.

Cedar Hill Associates held 589,098 shares of VanEck IG Floating Rate ETF worth $14.5M as of Q4 2018.
Cedar Hill Associates sold 309,912 VanEck IG Floating Rate ETF shares in Q4 2018, an estimated $7.77M.
VanEck IG Floating Rate ETF made up 5.57% of Cedar Hill Associates's portfolio in Q4 2018, its #1 holding.
Cedar Hill Associates first reported a position in VanEck IG Floating Rate ETF in Q1 2018 and has held it in 4 quarters since.
Cedar Hill Associates's VanEck IG Floating Rate ETF position peaked at $22.8M in Q3 2018.
80 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.