Clear Creek Financial Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Clear Creek Financial Management’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
2020 Q2	–	Sell	-13,063	Closed	-$320K	–	256
2020 Q1	$320K	Buy	+13,063	New	+$323K	0.12%	109

Other funds holding FLTR

PWPS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EDRIA

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

TFF

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Clear Creek Financial Management's FLTR Position: Q2 2020 in Review

Clear Creek Financial Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2020, closing a stake of 13,063 shares — an estimated $320K sold.

Clear Creek Financial Management first reported a position in FLTR in Q1 2020 and held it in 1 quarter. The position peaked at $320K in Q1 2020. 84 funds tracked by Wall St. Rank hold FLTR as of Q2 2020.

Clear Creek Financial Management reported no remaining VanEck IG Floating Rate ETF position as of Q2 2020 after selling out during the quarter.
Clear Creek Financial Management sold 13,063 VanEck IG Floating Rate ETF shares in Q2 2020, an estimated $320K.
Clear Creek Financial Management first reported a position in VanEck IG Floating Rate ETF in Q1 2020 and held it in 1 quarter.
Clear Creek Financial Management's VanEck IG Floating Rate ETF position peaked at $320K in Q1 2020.
84 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2020.

Based on Clear Creek Financial Management's 13F filing for Q2 2020, filed 16 Jul 2020.