DWM
FLRN icon

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

Darwin Wealth Management’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
2020
Q2 		– Sell
-132
Closed -$3K – 359
2020
Q1 		$3K Buy
+132
New +$3.98K ﹤0.01% 656

Other funds holding FLRN

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Darwin Wealth Management's FLRN Position: Q2 2020 in Review

Darwin Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2020, closing a stake of 132 shares — an estimated $3K sold.

Darwin Wealth Management first reported a position in FLRN in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 265 funds tracked by Wall St. Rank hold FLRN as of Q2 2020.

  • Darwin Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 132 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2020, an estimated $3K.
  • Darwin Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3K in Q1 2020.
  • 265 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.