CIR
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Clear Investment Research’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Clear Investment Research’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,828
Closed -$93K – 25
2015
Q2 		$93K Hold
1,828
– – 0.08% 24
2015
Q1 		$93K Buy
+1,828
New +$92.5K 0.08% 24

Other funds holding FLOT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $1.1B AUM

Clear Investment Research's FLOT Position: Q3 2015 in Review

Clear Investment Research sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2015, closing a stake of 1,828 shares — an estimated $93K sold.

Clear Investment Research first reported a position in FLOT in Q1 2015 and held it in 2 quarters. The position peaked at $93K in Q2 2015. 231 funds tracked by Wall St. Rank hold FLOT as of Q3 2015.

  • Clear Investment Research reported no remaining iShares Floating Rate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Clear Investment Research sold 1,828 iShares Floating Rate Bond ETF shares in Q3 2015, an estimated $93K.
  • Clear Investment Research first reported a position in iShares Floating Rate Bond ETF in Q1 2015 and held it in 2 quarters.
  • Clear Investment Research's iShares Floating Rate Bond ETF position peaked at $93K in Q2 2015.
  • 231 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2015.

Based on Clear Investment Research's 13F filing for Q3 2015, filed 2 Nov 2015.