CFC
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Coyle Financial Counsel’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Coyle Financial Counsel’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
2014
Q1 		– Sell
-10,765
Closed -$546K – 42
2013
Q4 		$546K Buy
+10,765
New +$545K 0.76% 21

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Coyle Financial Counsel's FLOT Position: Q1 2014 in Review

Coyle Financial Counsel sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2014, closing a stake of 10,765 shares — an estimated $546K sold.

Coyle Financial Counsel first reported a position in FLOT in Q4 2013 and held it in 1 quarter. The position peaked at $546K in Q4 2013. 182 funds tracked by Wall St. Rank hold FLOT as of Q1 2014.

  • Coyle Financial Counsel reported no remaining iShares Floating Rate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Coyle Financial Counsel sold 10,765 iShares Floating Rate Bond ETF shares in Q1 2014, an estimated $546K.
  • Coyle Financial Counsel first reported a position in iShares Floating Rate Bond ETF in Q4 2013 and held it in 1 quarter.
  • Coyle Financial Counsel's iShares Floating Rate Bond ETF position peaked at $546K in Q4 2013.
  • 182 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2014.

Based on Coyle Financial Counsel's 13F filing for Q1 2014, filed 21 May 2014.