CWS
FLRN icon

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

Cypress Wealth Services’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
Q1 		– Sell
-9,275
Closed -$282K – 268
2018
Q4 		$282K Buy
9,275
+2,353
+34% +$72K 0.11% 160
2018
Q3 		$213K Buy
+6,922
New +$213K 0.08% 203

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cypress Wealth Services's FLRN Position: Q1 2019 in Review

Cypress Wealth Services sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2019, closing a stake of 9,275 shares — an estimated $282K sold.

Cypress Wealth Services first reported a position in FLRN in Q3 2018 and held it in 2 quarters. The position peaked at $282K in Q4 2018. 294 funds tracked by Wall St. Rank hold FLRN as of Q1 2019.

  • Cypress Wealth Services reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 9,275 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2019, an estimated $282K.
  • Cypress Wealth Services first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2018 and held it in 2 quarters.
  • Cypress Wealth Services's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $282K in Q4 2018.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2019.

Based on Cypress Wealth Services's 13F filing for Q1 2019, filed 19 Apr 2019.