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

Clarus Wealth 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
2019
Q3 		– Sell
-5,000
Closed -$154K – 285
2019
Q2 		$154K Hold
5,000
– – 0.11% 140
2019
Q1 		$154K Hold
5,000
– – 0.12% 136
2018
Q4 		$152K Hold
5,000
– – 0.24% 118
2018
Q3 		$154K Buy
+5,000
New +$154K 0.1% 165

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Clarus Wealth Advisors's FLRN Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2019, closing a stake of 5,000 shares — an estimated $154K sold.

Clarus Wealth Advisors first reported a position in FLRN in Q3 2018 and held it in 4 quarters. The position peaked at $154K in Q2 2019. 278 funds tracked by Wall St. Rank hold FLRN as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 5,000 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2019, an estimated $154K.
  • Clarus Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $154K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.